Unclaimed
Jennifer Wilkes is a financial professional with over 6 years of experience in the financial services industry. Jennifer is a Registered Representative of State Farm Investment Management Corp. and holds the Series 6, 63 and SIE licenses. Jennifer has a strong background in insurance and investment management. Jennifer focuses on providing financial planning and portfolio management services to individuals and investment companies. Jennifer is committed to helping clients 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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2
SC
02/17/2020 - Present
State Farm Investment Management Corp. (West Columbia SC)
BC
Issued 02/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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