Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Jackson-Brennalt is an investment advisor representative with State Farm Investment Management Corp. Carly Jackson-Brennalt is licensed to provide investment advisory services in Florida. Carly Jackson-Brennalt has been working in the financial services industry since 2016. Carly Jackson-Brennalt has passed the Series 65, Series 6TO and SIE exams.
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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FL
12/01/2022 - Present
State Farm Investment Management Corp. (Ponte Vedra Beach FL)
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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