Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Leigh Welch is a financial advisor with State Farm Investment Management Corp. Caroline Welch is registered with the state of Texas. Caroline Welch has been in the financial industry since December 27, 2002. Caroline Welch's office is located in Bee Cave, Texas. Caroline Welch specializes in portfolio management for individuals and investment companies. Caroline Welch also works as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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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TX
10/11/2021 - Present
State Farm Investment Management Corp. (Bee Cave TX)
IL
05/15/2000 - 06/13/2002
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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