Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette Marie Elliott is a financial professional registered with State Farm Investment Management Corp. Suzette has been in the industry for 23 years and has held registrations in California since 2006. Suzette has passed the Series 63, SIE, and Series 6 exams. Suzette is a Chartered Financial Consultant and has experience working for State Farm VP Management Corp, State Farm Insurance and State Farm Investment Management Corp. Suzette provides portfolio management for individuals and investment companies.
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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CA
08/10/2018 - Present
State Farm Investment Management Corp. (Mountain View CA)
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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