Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Halford is a registered investment advisor representative with State Farm Investment Management Corp., licensed in Mississippi. Donna has been in the financial industry since June 1998, and has held a Series 63 license since August 2000. She is also licensed as a Series 6 and SIE, and a Series 65 representative. Donna is a highly experienced financial professional with a proven track record of success in the industry.
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
MS
11/12/2018 - Present
State Farm Investment Management Corp. (Vicksburg MS)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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