Unclaimed
Lauren Peart is a registered representative with State Farm Investment Management Corp. located in Bronx, NY. Lauren has been in the industry for 3 years and has a Series 63, Series 6TO and SIE license. Lauren is licensed to advise in New York and has an approved registration with FINRA. Lauren specializes in providing financial 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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NY
02/06/2025 - Present
State Farm Investment Management Corp. (Bronx NY)
BC
Issued 12/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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