Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terreaux? Claim Your ProfileTerreaux Williams is an investment advisor representative registered with State Farm Investment Management Corp. Terreaux has been in the industry since 2024 and holds the Series 63, Series 65, and Series 6TO licenses. They specialize in portfolio management for individuals and investment companies. Terreaux is also an agent for Caitlyn Whitford's Insurance Agency and Mike Whitford's Insurance Agency, both of which are affiliated with State Farm Mutual Automobile Insurance Company.
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
NV
07/18/2024 - Present
State Farm Investment Management Corp. (Las Vegas NV)
IA
Issued 07/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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