Unclaimed
Yvennette Servius is a registered representative with State Farm Investment Management Corp. Yvennette has been in the financial services industry since 2024. Yvennette is registered with the state of Florida and Alabama. Yvennette offers 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.
1
2
FL
01/14/2025 - Present
State Farm Investment Management Corp. (Fort Pierce FL)
BC
Issued 03/09/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Yvennette Servius is the right advisor for you? Invested Better is here to help.