Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Womack is a financial professional with State Farm Investment Management Corp. based in Murfreesboro, Tennessee. Dana has been in the financial services industry since 2016 and has earned her Series 6, Series 63, and Series 65 licenses. She is also a Chartered Financial Consultant. In addition to her work with State Farm Investment Management Corp., Dana is also the owner and agent of Dana Womack's 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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2
TN
02/19/2019 - Present
State Farm Investment Management Corp. (Murfreesboro TN)
IL
09/29/2008 - 03/28/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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