Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Portner is a financial advisor with State Farm VP Management Corp. based in Humboldt, Iowa. Lonnie has been in the financial industry since October 25, 2005. Lonnie is registered with the state of Iowa and holds the Series 6, Series 63, and SIE licenses. Lonnie specializes in investment company products and variable contracts.
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.
1
2
IA
10/26/2005 - Present
State Farm VP Management Corp. (Humboldt IA)
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lonnie Portner is the right advisor for you? Invested Better is here to help.
