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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicky? Claim Your ProfileVicky Yue Chen is a financial advisor with State Farm Investment Management Corp., a firm headquartered in Bloomington, Illinois. Vicky is a licensed investment advisor in Arizona, California, and Nevada. She has been a registered investment advisor since 2003. She specializes in portfolio management for individuals and investment companies. She is committed to building long-term relationships with clients and providing them with the highest level of service.
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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CA
08/17/2023 - Present
State Farm Investment Management Corp. (Diamond Bar CA)
CA
01/06/2003 - 12/21/2011
STATE FARM VP MANAGEMENT CORP. (DIAMOND BAR CA)
BC
Issued 06/12/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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