Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Cummins is a financial advisor with over 20 years of experience in the industry. William Cummins is currently registered with State Farm Investment Management Corp. and has been with the firm since August 2018. William Cummins is also a partner in UP N Cummins Sports, a wholesale sporting goods business. William Cummins has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service. William Cummins holds several licenses and designations, including the Series 65, 63, 7, 26 and 51, as well as the SIE and Series 6TO exams. William Cummins is also a Chartered Financial Consultant.
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
FL
10/08/2018 - Present
State Farm Investment Management Corp. (Inverness FL)
NY
07/06/2000 - 08/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NE
05/01/2000 - 10/31/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 07/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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