Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Greer is a registered investment advisor representative with State Farm Investment Management Corp. Amy has been in the financial services industry since January 2005. Amy holds Series 7, 63, 65, and 6TO licenses. Amy specializes in portfolio management for individuals and investment companies. In addition to Amy's role at State Farm, Amy also owns and operates Amy Greer's Insurance Agency and serves as a board member for the Gibson County Utility District.
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
TN
05/23/2019 - Present
State Farm Investment Management Corp. (Trenton TN)
MO
11/12/1999 - 09/24/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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