Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Maddox is an investment advisor representative with State Farm Investment Management Corp. Monica Maddox has been in the industry for 23 years. Monica Maddox is registered to provide investment advice in Florida. Monica Maddox has passed the Series 65, Series 6TO, and SIE exams. Monica Maddox is also a licensed insurance agent with Teresa Connell'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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FL
11/06/2023 - Present
State Farm Investment Management Corp. (Haines City FL)
IL
09/06/2022 - 12/22/2022
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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