Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penni? Claim Your ProfilePenni Leanne Perkins is an investment advisor representative at State Farm Investment Management Corp., with over 25 years of experience in the industry. Penni is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative, and has a Series 6, Series 63 and SIE license. Penni is also a Chartered Financial Consultant. Penni has a current branch office in Greenville, Texas and is also registered in Arkansas, Louisiana, Oklahoma, and Texas. In addition to Penni's work as an investment advisor representative, Penni also owns and operates Penni Perkins's Insurance Agency, which provides insurance services to clients in the Greenville area.
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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TX
03/07/2024 - Present
State Farm Investment Management Corp. (Greenville TX)
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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