Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Dubose Brock is an investment advisor representative who has been in the industry since 1998. Terri holds a Series 6 license, which allows her to sell mutual funds and variable annuities. She is also registered to offer investment advisory services in South Carolina. Terri works for State Farm Investment Management Corp., a firm that provides investment advisory services to individuals and investment companies. Terri has been with State Farm Investment Management Corp. since 2018. She has a background in insurance and has been an insurance agent for over 30 years. Terri is committed to providing her clients with the best possible investment advice.
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
SC
08/22/2018 - Present
State Farm Investment Management Corp. (Columbia SC)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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