Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Seong is an investment advisor representative and financial professional with over 10 years of experience in the financial industry. Amy has passed the Series 63, Series 65, and Series 6TO exams. Amy is registered with the State Farm Investment Management Corp. in Delaware, New Jersey, New York, and Pennsylvania. Amy is also an insurance agent with State Farm. Amy currently serves clients of State Farm Investment Management Corp. and State Farm Insurance.
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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NJ
08/19/2022 - Present
State Farm Investment Management Corp. (Palisades Park NJ)
FL
02/14/2020 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (LAKELAND FL)
IA
Issued 02/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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