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Portfolio Management for Individuals Advisors in Gadsden, Alabama
3 Results
Unclaimed

State Farm Investment Management Corp.

location

GADSDEN, AL

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Blaise Jarecki is a registered representative with State Farm Investment Management Corp. Blaise has been in the industry for 21 years. Blaise is registered to provide advisory services in Alabama. Blaise is also an agent for Blaise Jarecki's Insurance Agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Gadsden, AL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Hedgspeth is a financial advisor registered with Morgan Stanley. James is also registered in Texas, and has been in the financial services industry for 4 years. James has a strong track record of success in providing financial advice to individuals and businesses. James is committed to helping clients achieve their financial goals and providing them with the best possible service. Prior to joining Morgan Stanley, James worked at LPL Financial LLC and Wells Fargo Clearing Services, LLC. James has a Series 7TO, Series 66, and SIE license. James is a Board Member, Secretary, for the James M Barrie Child Advocacy Center, a non-profit organization in Gadsden, Alabama.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Gadsden, AL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lucy W. Edwards is a financial advisor who has been in the industry since 1994. Lucy is currently registered with Morgan Stanley and is licensed in multiple states including Alabama and Texas. Lucy also holds the Series 7 and SIE securities licenses. Lucy has previously worked for BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Lucy has experience working with a range of clients including high-net-worth individuals, corporations, charitable organizations, and insurance companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE