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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionne? Claim Your ProfileDionne Annmarie James is a registered investment advisor representative in Florida. Dionne Annmarie James is associated with State Farm Investment Management Corp. Dionne Annmarie James has 1 state exam and 2 product exams. Dionne Annmarie James has been a registered representative since 2023. Dionne Annmarie James also owns and operates Dionne James's 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.
1
2
FL
08/08/2023 - Present
State Farm Investment Management Corp. (Hialeah FL)
IA
Issued 11/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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