Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Parsons is a financial advisor registered with State Farm Investment Management Corp. William has been in the industry since 2002 and is currently registered in Colorado. William has earned the Series 6 and Series 65 licenses and holds the SIE designation. William specializes in providing investment advice to individuals and investment companies. William is also the owner of William Parsons's Insurance Agency and Parsons Commercial, LLC.
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
CO
11/01/2018 - Present
State Farm Investment Management Corp. (Fort Collins CO)
IL
01/21/2003 - 07/22/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
WI
08/14/2001 - 10/15/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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