Unclaimed
Terry Blakely is a financial professional with over 25 years of experience in the financial services industry. Terry currently works with State Farm Investment Management Corp. as an Investment Advisor Representative. Terry is registered with the states of Georgia, North Carolina, and Virginia. Terry is licensed to provide securities advice and variable insurance products. Terry is also a Chartered Financial Consultant. Terry has held previous positions with State Farm VP Management Corp. and Terry Blakely Insurance Agency. Terry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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VA
07/31/2018 - Present
State Farm Investment Management Corp. (Danville VA)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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