Unclaimed
Amy Tillotson is an investment advisor representative with State Farm Investment Management Corp. Amy has been in the financial industry since 2016 and holds a Series 6, Series 63 and SIE license. Amy Tillotson is registered with the state securities authorities of Arizona, Colorado, New Mexico, and Texas. Amy is also a Chartered Financial Consultant. Amy Tillotson is also a licensed clinical social worker, and she is the owner of several other businesses, including Amy Tillotson's Insurance Agency, Tillies Antiques, and Tillotson 2909 and 2851 LLC.
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.
1
2
NM
08/02/2023 - Present
State Farm Investment Management Corp. (ALAMOGORDO NM)
BC
Issued 12/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Tillotson is the right advisor for you? Invested Better is here to help.