Unclaimed
Maggie Rae Dunagan is a registered investment advisor representative with State Farm Investment Management Corp. Maggie is licensed in Iowa, Nebraska and South Dakota. She is a graduate of the University of Iowa and has over 10 years of experience in the financial services industry. Maggie is passionate about helping clients achieve their financial goals. She offers a variety of services including portfolio management for individuals and investment companies. Maggie is committed to providing her clients with personalized advice and guidance.
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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2
IA
06/27/2024 - Present
State Farm Investment Management Corp. (Sergeant Bluff IA)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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