Unclaimed
William Reardon is a financial advisor with State Farm Investment Management Corp. in Tallahassee, FL. William has been in the financial services industry since March 26, 2001. William is a Series 6, Series 6TO, and SIE licensed advisor. William is also a Chartered Financial Consultant. William has a strong track record of helping clients achieve their financial goals. William's experience and knowledge make him a valuable resource for individuals and families looking for financial advice.
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
FL
02/11/2023 - Present
State Farm Investment Management Corp. (Tallahassee FL)
FL
06/30/1999 - 12/03/2018
STATE FARM VP MANAGEMENT CORP. (TALLAHASSEE FL)
IL
11/19/1997 - 05/05/1999
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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