Unclaimed
William Parker is a registered representative with State Farm Investment Management Corp. William holds both the Series 6 and Series 26 licenses, William has been in the financial industry since November 1997, working with clients in Ohio and Indiana. William is also a registered investment advisor representative in Ohio and Indiana. In addition to his work with State Farm Investment Management Corp., William is the owner of a tax preparation business.
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
OH
08/03/2018 - Present
State Farm Investment Management Corp. (Mason OH)
BC
Issued 06/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Parker is the right advisor for you? Invested Better is here to help.