Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Miller is a registered investment advisor representative with State Farm Investment Management Corp. Lisa has been working in the financial services industry for over 20 years. Lisa has passed the Series 6, Series 63 and Series 65 exams and holds registrations in District of Columbia, Maryland and Virginia. Lisa’s insurance agency and State Farm Investment Management Corp. offer insurance and financial products and services to individuals, businesses, and investment companies. Lisa’s office is located in Arlington, VA.
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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VA
09/06/2018 - Present
State Farm Investment Management Corp. (Arlington VA)
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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