Unclaimed
Jocelyn Hope is a financial professional with over 16 years of experience in the industry. Jocelyn is a registered representative with State Farm Investment Management Corp. and is licensed to provide investment advice in Texas. Jocelyn is also a licensed insurance agent and is the owner of Jocelyn Hope Insurance Agency. Jocelyn holds the Series 6, 26, and 63 securities licenses and the SIE exam. Jocelyn specializes in providing investment advice to individuals and investment companies.
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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TX
11/13/2020 - Present
State Farm Investment Management Corp. (Grapevine TX)
BC
Issued 08/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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