Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barkas is a financial professional with over 35 years of experience in the industry. William has a Series 6 registration and holds a Chartered Financial Consultant designation. William is currently registered with State Farm Investment Management Corp. in Baton Rouge, LA. William has been with State Farm Investment Management Corp. since February 1998. Prior to that, William was with William Barkas Insurance Agency. William has been active in the insurance business since 1987 and has a strong background in insurance as well as securities. William specializes in providing investment management services for individuals and investment companies.
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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2
LA
12/06/2022 - Present
State Farm Investment Management Corp. (Baton Rouge LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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