Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Ann Clark is a financial professional with over 20 years of experience in the financial services industry. Dee Ann Clark is a registered representative of State Farm Investment Management Corp., and is also registered as an Investment Advisor Representative in Illinois. Dee Ann Clark has Series 6 and Series 63 licenses, and holds a SIE designation. Dee Ann Clark specializes in providing portfolio management services for individuals and investment companies. Dee Ann Clark is a Chartered Financial Consultant.
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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IL
08/15/2018 - Present
State Farm Investment Management Corp. (Canton IL)
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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