Unclaimed
Terri Lynn Frazer is an investment advisor representative with State Farm Investment Management Corp. based in Wooster, Ohio. Terri has been in the securities industry since June 17, 2003. Terri is registered with the state of Ohio and has passed the Series 6 and SIE exams. Terri also has a Chartered Financial Consultant designation. Terri's firm, State Farm Investment Management Corp., is headquartered in Bloomington, Illinois and has 110 employees. The firm's focus is on providing 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.
1
2
OH
08/13/2018 - Present
State Farm Investment Management Corp. (Wooster OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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