Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Siegfried is an Investment Advisor Representative at State Farm Investment Management Corp., with over 20 years of experience in the financial services industry. Lesley is registered with the state of Iowa, Kansas, and Missouri. Lesley has a Series 6, Series 63, and SIE license. Lesley is committed to providing comprehensive financial planning and investment management services to individuals and families. Lesley has experience working with clients to achieve a variety of financial goals, including retirement planning, college savings, and estate planning.
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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MO
01/02/2019 - Present
State Farm Investment Management Corp. (Independence MO)
MO
04/26/2001 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (LEE'S SUMMIT MO)
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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