Unclaimed
Demetrike Wells-o'Brien is an Investment Advisor Representative at State Farm Investment Management Corp., located in Ann Arbor, MI. Demetrike is licensed in Michigan and offers investment advisory services for individuals and investment companies. Demetrike is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. In addition to their work at State Farm Investment Management Corp., Demetrike is also the owner of Demetrike Wells-O'Brien Insurance Agency.
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
09/15/2022 - Present
State Farm Investment Management Corp. (Ann Arbor MI)
IA
Issued 09/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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