Unclaimed
Merrie McCain-Connon is a financial advisor who has been working in the industry since 2001. Merrie McCain-Connon is currently registered with State Farm Investment Management Corp. Merrie McCain-Connon is licensed to provide investment advice in Arizona. Merrie McCain-Connon specializes in portfolio management for individuals and investment companies.
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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AZ
05/02/2019 - Present
State Farm Investment Management Corp. (Tucson AZ)
IL
08/20/2001 - 06/17/2003
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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