Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lee is a financial professional with over 10 years of experience in the industry. Adam is currently registered with State Farm Investment Management Corp. in Wilmington, NC and South Carolina. Adam holds the Series 6, Series 63, and SIE licenses. Adam is also a Chartered Financial Consultant. Adam previously worked with STATE FARM VP MANAGEMENT CORP. in Charlotte, NC.
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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NC
09/02/2020 - Present
State Farm Investment Management Corp. (Wilmington NC)
NC
02/25/2009 - 07/11/2016
STATE FARM VP MANAGEMENT CORP. (CHARLOTTE NC)
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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