Unclaimed
Jennifer Dunn is a financial professional registered with State Farm Investment Management Corp. Jennifer is a financial consultant with over 16 years of experience in the industry. Jennifer has Series 6, Series 26, and Series 63 licenses. Jennifer is a Chartered Financial Consultant. Jennifer is also on the Advisory Board of The American College State Farm Center for Women in Financial Services.
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
FL
06/29/2022 - Present
State Farm Investment Management Corp. (St Augustine FL)
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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