Unclaimed
Carrie Murray is a registered Investment Advisor Representative and has been in the industry since December 2002. Carrie is a licensed agent at State Farm Investment Management Corp. Carrie is currently registered in Kansas and Missouri and holds Series 6, Series 63, and SIE licenses. She is also a Chartered Financial Consultant. Carrie has experience working with individuals, investment companies, and insurance companies. She provides portfolio management for individuals and investment companies. Carrie is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
MO
08/23/2018 - Present
State Farm Investment Management Corp. (N Kansas City MO)
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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