Unclaimed
Stacy Benson is an Investment Advisor Representative at State Farm Investment Management Corp. Stacy is registered in Arizona and California and holds Series 63, 65 and 6TO licenses. Stacy is a licensed insurance agent and has experience in the financial services industry since 2018.
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
AZ
11/08/2022 - Present
State Farm Investment Management Corp. (Tucson AZ)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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