Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Aldrich is a financial professional with over 15 years of experience in the financial industry. Amy is registered as an Investment Advisor Representative with State Farm Investment Management Corp. and is licensed in New York. Amy is also a licensed insurance agent with Amy Aldrich's Insurance Agency, an insurance agency associated with State Farm Mutual Automobile Insurance Company and its affiliates. Prior to her current role, Amy was previously registered with PRUCO SECURITIES CORPORATION. Amy has extensive experience in providing investment advice 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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2
NY
04/17/2023 - Present
State Farm Investment Management Corp. (Glenville NY)
NA
08/12/1987 - 12/15/1987
PRUCO SECURITIES CORPORATION
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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