Unclaimed
Deborah Wilks is a financial professional with over 16 years of experience in the financial services industry. Deborah is currently registered with State Farm Investment Management Corp. in Lowell, MI. Deborah holds the Series 6, 63 and 65 securities licenses and the SIE. Deborah has specialized in providing financial advice to individuals and investment companies.
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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MI
06/13/2023 - Present
State Farm Investment Management Corp. (LOWELL MI)
IA
Issued 06/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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