Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Weychert is an investment advisor representative at State Farm Investment Management Corp. William has been in the industry since 1998 and has a Series 6, Series 63, Series 65, and SIE. William has been registered with the firm since August 2018. William specializes in portfolio management for individuals and investment companies. William also holds a license to sell insurance through William Weychert's Insurance Agency. William is registered in Delaware, New Jersey, New York, Pennsylvania, and Virginia.
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.
1
2
PA
02/08/2024 - Present
State Farm Investment Management Corp. (Conshohocken PA)
IA
Issued 02/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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