Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Marie Taylor is a financial professional registered with State Farm Investment Management Corp. Heather has been in the financial services industry since February 10, 2011. Heather holds the Series 6, Series 63, and SIE licenses. Heather is registered with the state of Indiana and Illinois. Heather is also a Chartered Financial Consultant (ChFC). Heather is currently employed by State Farm Investment Management Corp and has been with them since August 2018. In addition to Heather's role with State Farm Investment Management Corp, she is also the owner and agent of Heather Taylor's Insurance Agency. Heather's primary office is located in Greencastle, Indiana.
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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IN
11/29/2023 - Present
State Farm Investment Management Corp. (Greencastle IN)
BC
Issued 02/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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