Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Finkelstein is a registered investment advisor representative with State Farm Investment Management Corp. He has been working in the financial services industry since 2015. He is licensed to provide investment advice in Kansas, Missouri, and Nebraska. Zachary Finkelstein is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates.
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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KS
11/08/2022 - Present
State Farm Investment Management Corp. (Olathe KS)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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