Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Sullivan Lewis is a financial professional with over 20 years of experience in the financial services industry. Ann has a Series 6 and 63 license and is registered as an investment advisor representative (IAR) in Florida, Georgia, and North Carolina. Ann currently works with State Farm Investment Management Corp., where she provides investment advisory services to individuals and investment companies. Ann also serves as an owner and agent for Ann Sullivan's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Ann is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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
GA
10/23/2024 - Present
State Farm Investment Management Corp. (McDonough GA)
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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