Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Nelson is a financial professional with State Farm Investment Management Corp. in Woodinville, Washington. Autumn has been in the industry for several years, and is licensed to provide investment advice in Washington and Oregon. Autumn holds a Series 63, Series 6TO, and SIE license, and has a Chartered Financial Consultant designation. Autumn also owns and operates Autumn Norwood's 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.
1
2
WA
10/20/2023 - Present
State Farm Investment Management Corp. (Woodinville WA)
IL
09/19/2022 - 01/19/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Autumn Nelson is the right advisor for you? Invested Better is here to help.
