Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalisse? Claim Your ProfileShalisse Cerven is a registered investment advisor representative with State Farm Investment Management Corp. Shalisse has been in the financial industry since August 2016 and has been registered with the state of Florida since May 2022. Shalisse also holds registrations in the state of Illinois. Shalisse is Series 6 and 63 licensed and holds the Series 65. Shalisse's primary office is in E Naples, Florida. Shalisse is also the owner of Shalisse Cerven Insurance Agency, an insurance agency specializing in State Farm products, and Insurance Calendars, a retail business.
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
FL
10/24/2024 - Present
State Farm Investment Management Corp. (E Naples FL)
IL
10/19/2015 - 07/15/2021
PFS INVESTMENTS INC. (LOMBARD IL)
IA
Issued 04/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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