Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Kwon is a registered investment advisor representative with State Farm Investment Management Corp. Alice has been in the financial services industry since 2014. Alice has earned the Series 6, Series 63, Series 65, and SIE licenses. Alice specializes in providing financial planning services and portfolio management to individuals and investment companies. Alice is registered with the states of Delaware, District of Columbia, Maryland, Pennsylvania, and Virginia. Alice's firm, State Farm Investment Management Corp., is a registered investment advisor with the SEC and has offices in Bloomington, Illinois.
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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MD
05/14/2019 - Present
State Farm Investment Management Corp. (Ellicott City MD)
IA
Issued 03/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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