Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Taylor has been in the industry since 2001 and is currently registered as an investment advisor representative with State Farm Investment Management Corp. Theresa is also the owner of Theresa Taylor’s Insurance Agency. Theresa is registered in Iowa, Kansas, and Missouri. Theresa has passed the Series 6, Series 63, Series 65, and SIE exams. State Farm Investment Management Corp. provides portfolio management services to 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.
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IA
10/22/2024 - Present
State Farm Investment Management Corp. (Des Moines IA)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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