Unclaimed
Deborah Watson-triggs is an investment advisor representative with State Farm Investment Management Corp., based in Redondo Beach, CA. Deborah has been in the financial services industry since 1997 and has held previous positions at UNIONBANC INVESTMENT SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, and INVEST FINANCIAL CORPORATION. Deborah is licensed to provide investment advisory services in Arizona, California, and Nevada.
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
CA
08/27/2020 - Present
State Farm Investment Management Corp. (Redondo Beach CA)
CA
06/08/2007 - 09/11/2012
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
10/31/2006 - 05/07/2007
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
NY
02/05/2003 - 01/07/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
12/19/1995 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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