Unclaimed
Catherine Dubyoski is an Investment Advisor Representative at State Farm Investment Management Corp. Catherine has been in the industry since 2015 and has a Series 6, Series 63, Series 6TO, and SIE license. Catherine specializes in Portfolio Management for Individuals and Investment Companies. Catherine is registered in North Carolina and South Carolina.
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
NC
09/11/2024 - Present
State Farm Investment Management Corp. (Monroe NC)
IL
07/22/2015 - 01/17/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Dubyoski is the right advisor for you? Invested Better is here to help.