Unclaimed
Erica Szymankowski is an investment advisor representative with State Farm Investment Management Corp. Erica has been in the industry since 2010 and holds a Series 6 and Series 65 license. Erica's current employment with State Farm Investment Management Corp. began in June 2023. Erica manages and maintains the investment portfolios of both 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.
1
2
CO
06/08/2023 - Present
State Farm Investment Management Corp. (Woodland Park CO)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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