Unclaimed
Amanda Simon is a financial professional with over 12 years of experience in the financial services industry. Amanda is a registered representative of State Farm Investment Management Corp. and holds the Series 6 and Series 63 licenses. Amanda also has a background in insurance and currently owns an insurance agency in Russellville, Kentucky. Amanda's primary focus is on providing investment advisory services to individuals and investment companies.
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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KY
10/23/2024 - Present
State Farm Investment Management Corp. (Russellville KY)
BC
Issued 01/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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