Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Epes is an investment advisor representative with State Farm Investment Management Corp. Andrea has been in the industry since March 1999. Andrea is registered with the states of Georgia and Mississippi and has a Series 6, Series 63 and Series 65 license. Andrea is also registered as an agent with State Farm Mutual Automobile Insurance Company and its affiliates. Andrea is a licensed agent with State Farm VP Management Corp and Andi Epes Insurance Agency.
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
MS
12/06/2021 - Present
State Farm Investment Management Corp. (Water Valley MS)
IA
Issued 12/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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