Unclaimed
Tracey Denson is a financial advisor with State Farm Investment Management Corp. Tracey has been in the financial services industry since 2004 and has been registered as an investment advisor representative with the state of Texas since 2018. Tracey also holds Series 6 and Series 63 licenses. In addition to her work as a financial advisor, Tracey is also the owner of Tracey Denson Insurance Agency, where she provides insurance services. Tracey is dedicated to helping her clients achieve their financial goals and has a passion for providing personalized financial 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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TX
08/15/2018 - Present
State Farm Investment Management Corp. (WICHITA FALLS TX)
BC
Issued 06/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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