Unclaimed
Daphine Willingham is a financial professional with experience in the insurance industry. Daphine is a registered representative with State Farm Investment Management Corp. and has passed the Series 63, Series 6TO and SIE exams. Daphine has been involved in leadership activities with the National African American Women's Leadership Institute and is also the owner of Daphine Willingham's Insurance Agency. Daphine has experience providing financial planning and portfolio management services to individual and institutional clients.
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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AZ
08/22/2024 - Present
State Farm Investment Management Corp. (Phoenix AZ)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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