Unclaimed
Sarah McLendon is a financial advisor with State Farm Investment Management Corp. She is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Sarah has worked in the financial services industry for over 20 years and has experience in providing financial planning and investment management services. She is also a licensed insurance agent and has her own insurance agency. Sarah holds the Series 6 and SIE licenses. She is also a Chartered Financial Consultant. Sarah is committed to providing her clients with personalized financial advice and guidance.
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
04/22/2022 - Present
State Farm Investment Management Corp. (Palm Beach Gardens FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah McLendon is the right advisor for you? Invested Better is here to help.