Unclaimed
William Anthony Berryman is an investment advisor representative with State Farm Investment Management Corp. William Anthony Berryman has been in the industry since May 2007 and is registered with the state of Alabama. William Anthony Berryman specializes in providing financial planning and investment advice to individuals and investment companies. William Anthony Berryman has a series 63 and Series 65 license. William Anthony Berryman is also a registered representative with State Farm VP Management Corp. and holds a Series 6 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
AL
07/23/2019 - Present
State Farm Investment Management Corp. (Chelesa AL)
IA
Issued 12/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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