Unclaimed
Joline Marie Banks is a registered representative with State Farm VP Management Corp. in Walnut Creek, CA. Joline has been in the securities industry since 1998. She holds the Series 6 and Series 63 securities licenses. Joline is also licensed to conduct business in California.
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.
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2
CA
08/03/1998 - Present
State Farm VP Management Corp. (Walnut Creek CA)
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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