Unclaimed
Deanna Lorraine Carroll is a financial advisor with over 25 years of experience in the industry. Deanna has a Series 6 and SIE license and is a Registered Representative with State Farm Investment Management Corp., a company that has over 10 billion dollars in assets under management. Deanna is also a Chartered Financial Consultant, which is a designation that requires a certain level of education and experience in financial planning. Deanna has a long history with State Farm and has been with the firm since 1999. In addition to providing financial advice, Deanna also owns and operates her own insurance agency. Deanna's primary focus is on providing financial advice and portfolio management to individual investors and investment companies. Deanna has a strong track record of success and is committed to providing her clients with the highest level of service.
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
MO
03/06/2024 - Present
State Farm Investment Management Corp. (Creve Coeur MO)
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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