Unclaimed
Carmen Farrar Ritz is a financial professional registered with State Farm Investment Management Corp. Carmen has been in the financial services industry for over 22 years. Carmen is registered to provide investment advice in Georgia, North Carolina, South Carolina, Tennessee and Virginia. Carmen also holds the Series 6, Series 63, and SIE securities licenses. Carmen is a Chartered Financial Consultant. Carmen also owns and operates an 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.
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NC
10/03/2024 - Present
State Farm Investment Management Corp. (Durham NC)
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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