Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Bash is a financial professional with over 12 years of experience in the industry. Allison has a strong background in the financial services industry and has extensive knowledge of investments and insurance products. Allison currently works for State Farm Investment Management Corp. where she provides investment advisory services. Allison is registered to provide advisory services in Illinois, Indiana, and Missouri. Allison is also a licensed insurance agent and holds Series 6, Series 63, and Series 65 licenses. Allison is committed to providing her clients with personalized financial advice and guidance.
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
IL
04/28/2023 - Present
State Farm Investment Management Corp. (Maryville IL)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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