Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Nicholson is a financial advisor registered with State Farm Investment Management Corp. Terri has been in the financial services industry for over 6 years. Terri holds multiple licenses, including Series 63, 65, and 6TO, and has passed the SIE exam. Terri specializes in providing portfolio management for individuals and investment companies. In addition to working for State Farm Investment Management Corp, Terri is also the owner of Michelle Nicholson's Insurance Agency. Terri has a variety of community involvement roles, including board membership in the Kosciusko Arts Foundation and the Kosciusko Foundation for Excellence in Education.
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
MS
06/19/2023 - Present
State Farm Investment Management Corp. (KOSCIUSKO MS)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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