Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Hulsey is a registered investment advisor representative with State Farm Investment Management Corp.. Tricia holds Series 63 and Series 65 licenses and has experience in the financial services industry. Tricia works with individual clients and investment companies. Tricia Hulsey is also the owner of Trish Hulsey's Insurance Agency in Culpeper, VA.
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
04/19/2024 - Present
State Farm Investment Management Corp. (Culpeper VA)
IA
Issued 04/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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