Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann McBee is a registered investment advisor representative with State Farm Investment Management Corp. Julie Ann has been in the financial services industry since January 2023. Julie Ann's areas of specialization include securities and investment advisory services. Julie Ann holds Series 63, 65, SIE, and 6TO licenses. Julie Ann McBee currently offers investment advisory services for 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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WV
04/03/2023 - Present
State Farm Investment Management Corp. (Fort Ashby WV)
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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