Unclaimed
Jennifer Policky is a financial professional with over 10 years of experience in the financial services industry. Jennifer is a Registered Representative and Investment Advisor Representative associated with State Farm Investment Management Corp. Jennifer is registered to conduct business in Iowa and Nebraska. Jennifer holds the Series 6, Series 63, and SIE licenses. Jennifer is also a Chartered Financial Consultant. Jennifer is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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IA
05/17/2019 - Present
State Farm Investment Management Corp. (GUTHRIE CENTER IA)
BC
Issued 08/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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