Unclaimed
Joanna Wilcox Rich is a financial professional with over 13 years of experience in the financial services industry. Joanna is currently registered with State Farm VP Management Corp. and holds Series 6, 63, 6TO and 26 licenses. Joanna is a dedicated financial professional with a strong commitment 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.
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.
1
2
GA
08/08/2022 - Present
State Farm VP Management Corp. (Dunwoody GA)
IL
11/18/2009 - 12/31/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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