Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Schappaugh is a registered representative and investment advisor representative with State Farm Investment Management Corp. in Champaign, IL. Anna Schappaugh has been in the industry since May 2010 and has a Series 63, Series 6TO and SIE licenses. Anna Schappaugh also holds the designation of Chartered Financial Consultant. Anna Schappaugh has experience with a wide range of clients, including individuals, investment companies and other businesses. Anna Schappaugh has a strong track record of providing personalized financial advice and investment management services.
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
IL
03/08/2023 - Present
State Farm Investment Management Corp. (Champaign IL)
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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