Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Lugar is a financial professional with over 13 years of experience in the industry. Jacqueline is a registered representative of State Farm Investment Management Corp. and holds the Series 6, Series 63, and SIE licenses. Jacqueline has a background in insurance, and also manages a separate insurance agency. Jacqueline's clients include individuals and investment companies. Jacqueline's firm is located in Bloomington, Illinois.
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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TX
04/18/2024 - Present
State Farm Investment Management Corp. (San Antonio TX)
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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