Unclaimed
Allison Dickmann is a registered investment advisor representative with State Farm Investment Management Corp.. Allison has been in the industry since September 2013. Allison has passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Allison also holds a Chartered Financial Consultant designation. Allison is currently registered with the State of Texas and has a branch office in Georgetown, Texas.
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.
1
2
TX
02/28/2023 - Present
State Farm Investment Management Corp. (GEORGETOWN TX)
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allison Dickmann is the right advisor for you? Invested Better is here to help.