Unclaimed
Ivy Brito is a financial advisor at State Farm Investment Management Corp. Ivy has been in the industry since 2002 and holds the Series 6, 7, and 63 licenses, along with the SIE exam. Ivy also holds the Chartered Financial Consultant designation. Ivy is registered to provide investment advice in Louisiana and Missouri. Prior to joining State Farm Investment Management Corp, Ivy worked at Edward Jones.
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
LA
05/19/2021 - Present
State Farm Investment Management Corp. (New Orleans LA)
MO
07/23/2002 - 09/12/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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