Unclaimed
Pamela Leonard-williams is a financial advisor registered with State Farm Investment Management Corp. She is a registered representative and investment advisor representative in Florida, and she is a licensed insurance agent. Pamela has been in the financial services industry since January 17, 2001. She holds the Series 6 and the Securities Industry Essentials Examination licenses. Her firm has approximately $10,164,536,171 in assets under management, and it provides a variety of financial services, including portfolio management for individuals and investment companies. Pamela specializes in financial planning, insurance and investment products.
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.
1
2
FL
10/24/2018 - Present
State Farm Investment Management Corp. (Clearwater FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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