Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ballard is a financial advisor with State Farm Investment Management Corp. William is registered with the state of Mississippi as both a broker and an investment advisor. William is also licensed to sell insurance through William Ballard's Insurance Agency. William has been in the industry since February 2000. William has a Series 6, Series 63, and Series 65 licenses. William is also a board member of the Growth Alliance, a non-profit organization based in Columbus, MS.
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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MS
03/15/2023 - Present
State Farm Investment Management Corp. (West Point MS)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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