Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Debuhr-mazour is a registered investment advisor representative with State Farm Investment Management Corp. Phyllis has been in the financial industry since 1998. Phyllis specializes in helping clients meet their financial goals. Phyllis has a Series 6 and Series 63 licenses, as well as a Uniform Investment Adviser Law Examination license.
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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IA
03/24/2021 - Present
State Farm Investment Management Corp. (Marshalltown IA)
IA
Issued 03/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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