Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Steven Offerman is a financial advisor associated with State Farm VP Management Corp. He has been in the securities industry for over 10 years, specializing in investment company products and variable contracts. William has a Series 6, Series 63, and Series 6TO licenses and holds a Series SIE designation. William is registered to sell securities in Iowa and Minnesota.
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.
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.
1
2
IA
02/17/2022 - Present
State Farm VP Management Corp. (Humboldt IA)
IL
01/13/2016 - 03/11/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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