Unclaimed
Teresa Ann Vomund is a Registered Representative and Investment Advisor Representative. Teresa is associated with State Farm Investment Management Corp in Fredericksburg, VA. Teresa has been in the industry for 2 years. Teresa has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65) and also passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Teresa holds registrations in Virginia.
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
VA
12/05/2023 - Present
State Farm Investment Management Corp. (Fredericksburg VA)
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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