Unclaimed
Anna Carere is a registered investment advisor representative with State Farm Investment Management Corp. Anna is located in Lamar, CO, and is associated with State Farm Investment Management Corp. since August 2018. Anna's credentials include the Series 6, Series 65 and SIE exams. Anna is also licensed as an Insurance Agent in the state of Colorado. Anna's professional background includes a number of years of experience in the financial services industry. Anna is committed to providing clients with high-quality investment advice.
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
CO
11/08/2018 - Present
State Farm Investment Management Corp. (Lamar CO)
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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