Unclaimed
Erin Marie Ison is a financial advisor with State Farm Investment Management Corp. located in Shoreline, Washington. Erin has been working in the financial industry for 19 years. Erin is registered as a Registered Representative (RR) with FINRA, and a Registered Investment Advisor (IA) in Arizona, Nevada, Oregon, Utah, and Washington. Erin's professional experience includes working with State Farm VP Management Corp., Phil Hillstrom Insurance Agency, and State Farm Insurance. Erin also owns and operates Erin M Ison Insurance Agency, offering insurance services.
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
WA
10/21/2022 - Present
State Farm Investment Management Corp. (Shoreline WA)
WA
01/19/2004 - 08/24/2017
STATE FARM VP MANAGEMENT CORP. (SHORELINE WA)
IA
Issued 07/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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