Unclaimed
Tracy Ann Walker is a financial advisor with over 20 years of experience in the industry. She is a registered representative with State Farm Investment Management Corp and is currently serving clients in the Sugar Land, Texas area. Tracy Ann Walker is dedicated to providing professional financial advice and helping clients meet their financial goals. She is committed to providing a personalized experience tailored to the unique needs of each client.
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
08/13/2018 - Present
State Farm Investment Management Corp. (Sugar Land TX)
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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