Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Nichols is an Investment Advisor Representative with State Farm Investment Management Corp. Phyllis has been in the securities industry since March 1998 and has a Series 6, SIE and Series 63 license. Phyllis has been registered with State Farm Investment Management Corp. since August 2018. Phyllis is also the owner of Phyllis Nichols's Insurance Agency and has been a licensed insurance agent since 1996. In addition to working as an Investment Advisor Representative with State Farm Investment Management Corp., Phyllis is also a partner in PJN, LLC, a real estate investment company, and the president of Greg Nichols Properties, a property management company. Phyllis is a Chartered Financial Consultant and is active in her community.
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
MO
05/03/2023 - Present
State Farm Investment Management Corp. (COLUMBIA MO)
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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