Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stali? Claim Your ProfileStali Diann Allport is a registered investment advisor representative with State Farm Investment Management Corp. She has been working in the financial services industry since 2012 and holds both Series 63 and Series 65 licenses. Stali also holds a Series 6 license and has passed the SIE exam. Stali is registered to provide investment advice in Texas and has a background in both insurance and real estate.
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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TX
11/05/2019 - Present
State Farm Investment Management Corp. (Addison TX)
IA
Issued 10/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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