Unclaimed
Dwan Denise Johnson-Bell is a registered investment advisor representative with State Farm Investment Management Corp. Dwan has been in the financial services industry for over 10 years and holds both Series 6 and Series 63 licenses. Dwan is also registered as an investment advisor in Illinois and Indiana. Dwan is also the owner of Dwan Johnson-Bell's Insurance Agency, providing insurance services through State Farm. Dwan specializes in providing portfolio management services for individuals and investment companies.
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
IL
06/26/2024 - Present
State Farm Investment Management Corp. (Chicago IL)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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