Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Beth Perrico is an investment advisor representative with State Farm Investment Management Corp. based in Olmsted Falls, Ohio. Lindsay has been in the industry since December 2017. She holds a Series 63 and Series 65 license. Lindsay Beth Perrico is also the owner of the Lindsay Perrico Insurance Agency and has been an agent with State Farm Mutual Automobile Insurance Company and its affiliates since October 2014.
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.
1
2
OH
02/27/2023 - Present
State Farm Investment Management Corp. (Olmsted Falls OH)
OH
03/21/2014 - 02/19/2019
STATE FARM VP MANAGEMENT CORP. (LAKEWOOD OH)
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsay Perrico is the right advisor for you? Invested Better is here to help.
