Unclaimed
Brittaney Ann-nichole Allen is a registered representative with State Farm Investment Management Corp. in Houston, Texas. Brittaney is licensed to offer investment advice in Texas. Brittaney has been in the financial services industry since 2022 and has held various positions, including intern at State Farm. Brittaney is a registered representative with Series 63 and Series 65 licenses. In addition, Brittaney has Series 6TO and SIE licenses. Brittaney specializes in providing investment advice to individuals and investment companies.
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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TX
06/05/2023 - Present
State Farm Investment Management Corp. (Houston TX)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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