Denise Mote (CRD# 5044189) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aurora, IL and has over 18 years of experience in the finance industry.
CRD# 2518026
Calamos Advisors LLC
CRD# 4316392
Spc
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Aurora, IL | Apr 2021 - Current | 3 |
| Denise Mote Insurance Agency | Aurora, IL | Mar 2007 - Current | 17 |
| State Farm Vp Management Corp | Aurora, IL | Jan 2007 - Current | 17 |
| State Farm Investment Management Corp | Aurora, IL | Nov 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- IL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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