Unclaimed
Stephanie Moore is a registered Investment Advisor Representative at State Farm Investment Management Corp. Stephanie has been in the financial services industry since December 2005. Stephanie holds the Series 6 and Series 65 licenses. Stephanie is also a registered agent for State Farm Mutual Automobile Insurance Company. Stephanie currently works at the State Farm Investment Management Corp. office in New Iberia, Louisiana. Stephanie is committed to providing her clients with personalized financial advice and services.
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
LA
06/29/2023 - Present
State Farm Investment Management Corp. (New Iberia LA)
IA
Issued 06/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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