Unclaimed
Diego Lecolant is a registered investment advisor representative in North Carolina, having passed both Series 63 and Series 65 examinations. Diego Lecolant is currently employed by State Farm Investment Management Corp. Diego Lecolant has been in the securities industry since April 17, 2018. Diego Lecolant is also registered with the firm TRUIST INVESTMENT SERVICES, INC. in North Carolina. Diego Lecolant has experience with State Farm Mutual Automobile Insurance Company and its affiliates. Diego Lecolant serves on the board of directors at New Era Academy, providing education to youth in financial literacy, mental health, and physical wellness.
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.
1
2
NC
05/27/2022 - Present
State Farm Investment Management Corp. (Denver NC)
NC
08/20/2018 - 04/05/2022
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/10/2014 - 03/03/2015
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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