Unclaimed
Cecilia McClure is an investment advisor representative registered with the state of Florida. Cecilia is currently employed by State Farm Investment Management Corp. Cecilia holds a Series 6 and Series 65 license and has been in the financial industry since 2005. Cecilia has experience working with a variety of clients, including individuals, families, and investment companies. Cecilia 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
FL
08/28/2023 - Present
State Farm Investment Management Corp. (LONGWOOD FL)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cecilia McClure is the right advisor for you? Invested Better is here to help.