Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Robertson is a financial advisor with State Farm Investment Management Corp. Emily holds the Series 63, 65, and 6TO licenses, along with the SIE. Emily's practice primarily focuses on managing investment portfolios for individuals and investment companies. Emily has a strong background in the insurance industry, having owned and operated an insurance agency. Emily is also a licensed real estate agent and owns a privately held rental property.
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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TN
02/27/2024 - Present
State Farm Investment Management Corp. (Greenville TN)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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