Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Allen is a registered investment advisor representative with State Farm Investment Management Corp. in Anchorage, AK. Stacey has been working in the financial services industry since November 14, 2011 and has been registered with the state of Alaska since November 23, 2011. Stacey also holds the Series 65 license and is registered as an investment advisor representative in Alaska. In addition to being a registered investment advisor representative, Stacey also owns and operates Stacey Allen's Insurance Agency, an insurance agency that provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
AK
01/10/2024 - Present
State Farm Investment Management Corp. (Anchorage AK)
IA
Issued 01/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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