Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Lofton is a financial professional with over 16 years of experience in the financial services industry. Lee is currently registered with State Farm Investment Management Corp. as a registered representative and investment advisor representative. Lee holds the Series 6 and Series 63 securities licenses and the SIE exam. Lee is also a Chartered Financial Consultant. Lee has a strong track record of providing personalized financial advice to individuals and families. Lee is dedicated to helping clients achieve their financial goals.
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
TN
11/02/2023 - Present
State Farm Investment Management Corp. (SEVIERVILLE TN)
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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