Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Carter is a financial advisor with State Farm Investment Management Corp. based in Apex, NC. Allison has been working in the financial industry since 2011 and specializes in providing investment advice to individuals and investment companies. Allison holds the Series 63, 6TO, and SIE licenses. Allison is also a Chartered Financial Consultant. Allison is registered with the State of North Carolina and South Carolina. Allison is also a registered representative with FINRA and is a member of the State Farm VP Management Corp.
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
04/28/2022 - Present
State Farm Investment Management Corp. (Apex NC)
BC
Issued 12/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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