Unclaimed
Travis Lemay is a financial advisor with State Farm Investment Management Corp. Travis is registered as a Registered Representative and Investment Advisor Representative in Kansas, Missouri, and Nebraska. Travis has been in the financial industry since 2023. Travis holds Series 63, Series 65, Series 6TO, and SIE licenses. Travis provides portfolio management services for 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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2
KS
11/20/2023 - Present
State Farm Investment Management Corp. (Hiawatha KS)
IL
08/01/2023 - 09/26/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 10/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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