Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Anne Stone is an investment advisor representative at State Farm Investment Management Corp. Melanie has been in the securities industry since August 1998. Melanie is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Melanie is also registered with the states of North Carolina and South Carolina. Melanie holds a Series 6, Series 63, Series 65, and SIE license.
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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NC
04/29/2019 - Present
State Farm Investment Management Corp. (Charlotte NC)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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