Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dunn is an investment advisor representative with State Farm Investment Management Corp. William is registered with FINRA and has been in the industry since April 2014. William has been working with State Farm Investment Management Corp. since August 2018. William is also registered with the following states: Arizona, Colorado, New Mexico and Texas. William is a Chartered Financial Consultant. William is licensed to sell insurance.
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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NM
05/12/2022 - Present
State Farm Investment Management Corp. (ALBUQUERQUE NM)
IA
Issued 09/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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