Unclaimed
Lee Smith Berry is a financial advisor registered with State Farm VP Management Corp. Lee has been in the financial services industry since 2002. Lee has been registered with State Farm VP Management Corp. since 2009. Lee has been registered in Alabama, Florida, Mississippi, and Tennessee. Lee holds Series 6, 26 and 63 licenses, as well as the SIE designation. Lee's current branch location is in Memphis, Tennessee. Lee has previously worked in Tampa, Florida.
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.
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.
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2
TN
01/20/2009 - Present
State Farm VP Management Corp. (Memphis TN)
FL
06/13/2002 - 11/27/2007
STATE FARM VP MANAGEMENT CORP. (TAMPA FL)
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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