Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Kavita Tola is a financial advisor with State Farm Investment Management Corp. Jenny has been in the industry since February 7, 2004. Jenny is registered as a Broker-Dealer and Investment Advisor in Illinois, Indiana and Wisconsin. Jenny is also a Chartered Financial Consultant and holds Series 6, 26, 63 and 65 licenses and the SIE exam. Jenny has previously worked at PRUCO SECURITIES, LLC and STATE FARM VP MANAGEMENT CORP.
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
IL
04/23/2021 - Present
State Farm Investment Management Corp. (Chicago IL)
FL
01/12/2007 - 03/04/2008
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
FL
12/18/2003 - 12/20/2006
STATE FARM VP MANAGEMENT CORP. (MIAMI FL)
IA
Issued 02/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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