Unclaimed
Amanda Deak is a registered investment advisor representative with State Farm Investment Management Corp., and has been in the industry since May 2015. Amanda holds Series 6, 63, and 65 licenses. Amanda has previously worked with State Farm VP Management Corp and Russ Levinton Insurance Agency. Amanda is also the owner of Mandy Deak Insurance Agency, an insurance agency that provides services for State Farm Mutual Automobile Insurance Company and its affiliates.
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
NC
02/07/2022 - Present
State Farm Investment Management Corp. (Charlotte NC)
IL
05/29/2015 - 09/21/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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