Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Joseph Milliner is an investment advisor representative associated with State Farm Investment Management Corp. Lee Joseph Milliner holds the Series 63 and Series 65 licenses. Lee Joseph Milliner has been in the industry for over 10 years, and specializes in investment company products and variable contracts. Lee Joseph Milliner is also an agent for State Farm Insurance and its affiliates. Lee Joseph Milliner has a strong commitment to providing excellent service to clients.
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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2
AL
01/07/2022 - Present
State Farm Investment Management Corp. (Elba AL)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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