Unclaimed
Steven Mark Womack is a financial professional with over 18 years of experience in the financial services industry. Steven currently works at State Farm Investment Management Corp. and is registered with the state of Mississippi and Arkansas as an investment advisor representative. Steven holds the Series 6 and Series 63 securities licenses and the SIE exam. Steven is also a Chartered Financial Consultant. Steven is an active member of the Cooper Young Business Association.
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
MS
01/24/2024 - Present
State Farm Investment Management Corp. (Southaven MS)
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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