Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Florea is an Investment Advisor Representative with State Farm Investment Management Corp. Aimee has been in the financial services industry for over 13 years and has experience with securities, investment advisory, and insurance. Aimee has earned licenses and registrations in the State of California. Aimee holds a Series 6, 7, 9, 63, and 66 licenses. In addition to her work as an Investment Advisor Representative, Aimee is also the owner and agent of Aimee Florea Insurance Agency. Aimee has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUSO Financial Services, L.P., and WAMU Investments, Inc.
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
CA
05/04/2021 - Present
State Farm Investment Management Corp. (Canoga Park CA)
CA
10/17/2011 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VALENCIA CA)
CA
02/25/2008 - 06/10/2011
CUSO FINANCIAL SERVICES, L.P. (LOS ANGELES CA)
CA
04/30/2007 - 02/21/2008
WAMU INVESTMENTS, INC. (ROLLING HILLS CA)
BOTH
Issued 05/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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