Unclaimed
Helen Onwuzulike is an investment advisor representative with State Farm Investment Management Corp. with offices in Smyrna, GA. Helen has been working in the financial services industry since May 3, 2009. Helen holds Series 6, 63, and 65 licenses and has been a registered representative in the state of Georgia since June 9, 2009. Helen is also a registered investment advisor in the state of Georgia, having earned her registration on July 3, 2023.
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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GA
07/03/2023 - Present
State Farm Investment Management Corp. (Smyrna GA)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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