Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Lewis is an investment advisor representative at State Farm Investment Management Corp., based in Knoxville, Tennessee. Vincent has been in the industry since February 3, 2022. Vincent is licensed to offer advisory services in Kentucky and Tennessee. Vincent holds Series 63, 65, and SIE securities licenses and a Series 6TO insurance license.
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
TN
08/30/2023 - Present
State Farm Investment Management Corp. (Knoxville TN)
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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