Unclaimed
Kelley Paige Reed is an investment advisor representative currently registered with State Farm Investment Management Corp. She has been in the securities industry since 2005 and has been registered with State Farm Investment Management Corp. since 2018. Kelley has previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kelley Paige Reed specializes in portfolio management 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.
1
2
CA
09/05/2018 - Present
State Farm Investment Management Corp. (Lafayette CA)
IL
10/18/2011 - 04/30/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
07/16/2007 - 10/18/2010
STATE FARM VP MANAGEMENT CORP. (ENCINITAS CA)
CA
01/19/2006 - 06/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
12/14/2005 - 01/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/14/2005 - 01/11/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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