Unclaimed
Amy Carter is a registered investment advisor representative with State Farm Investment Management Corp. Amy has been in the financial services industry since October 2010 and is licensed in Nevada and Utah. Amy holds the Series 6, Series 63, Series 65, and SIE licenses.
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
UT
11/20/2018 - Present
State Farm Investment Management Corp. (Cedar City UT)
IA
Issued 11/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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