Unclaimed
Carol M. Perdue is an investment advisor representative with State Farm Investment Management Corp. in Phenix City, Alabama. Carol holds the Series 6, Series 63 and SIE licenses and is a Chartered Financial Consultant. Carol has been in the financial services industry since 2004. Carol also owns and operates Carol M. Perdue Insurance Agency in Phenix City, Alabama.
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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2
AL
08/04/2023 - Present
State Farm Investment Management Corp. (Phenix City AL)
BC
Issued 06/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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