Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Coker is a financial advisor with State Farm Investment Management Corp.. William has been in the financial services industry for over 20 years and is registered in Louisiana and Texas. William has a Series 6 and Series 63 securities license, and has experience with investment company products and variable contracts. William is a Chartered Financial Consultant and has also worked as a mortgage loan originator.
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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LA
10/23/2024 - Present
State Farm Investment Management Corp. (Leesville LA)
BC
Issued 06/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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