Unclaimed
Jacquelyn Weeber is a registered investment advisor representative with State Farm Investment Management Corp. Jacquelyn has been in the financial services industry since 1997 and is licensed in several states including Arizona, Colorado, Indiana, Michigan and Texas. She holds the Series 6, Series 63, Series 65, and SIE licenses. Jacquelyn specializes in portfolio management for individuals and investment companies. She also owns an insurance agency in Grandville, Michigan.
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.
1
2
MI
10/02/2023 - Present
State Farm Investment Management Corp. (Grandville MI)
IA
Issued 07/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacquelyn Weeber is the right advisor for you? Invested Better is here to help.