Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Dawn Allen is a financial advisor with State Farm Investment Management Corp. Misty Allen has been working in the financial services industry since March 19, 2012. She has series 6, 63 and 65 licenses. Misty is registered in Tennessee and Georgia. In addition to her role as a financial advisor, Misty also owns and operates Misty Allen's Insurance Agency.
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
TN
10/22/2020 - Present
State Farm Investment Management Corp. (Cleveland TN)
IL
09/15/2005 - 11/28/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MA
09/18/2003 - 02/17/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
GA
06/04/2001 - 04/03/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 10/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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