Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Armstrong is a financial advisor with State Farm Investment Management Corp. in Vancouver, WA. Callie is a registered investment advisor with the state of Oregon and Washington. Callie has been in the industry since 2014. Callie's previous employment includes J.P. MORGAN SECURITIES LLC in Portland, OR. Callie is a Chartered Financial Consultant. Callie has experience working with 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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WA
08/28/2023 - Present
State Farm Investment Management Corp. (Vancouver WA)
OR
09/26/2014 - 10/13/2016
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
BC
Issued 10/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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