Unclaimed
Jaime Hope Shannon is a registered investment advisor representative with State Farm Investment Management Corp. Jaime has been in the financial services industry since 2002 and holds both Series 63 and Series 65 licenses as well as Series 6 and SIE exams. Jaime is registered with the state of North Carolina. In addition to Jaime's work as an advisor, Jaime is also the owner of Jaime Shannon's Insurance Agency, an insurance agency which is investment-related.
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
NC
11/06/2023 - Present
State Farm Investment Management Corp. (Fayetteville NC)
CA
04/16/2002 - 10/01/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 10/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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