Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Walther is a registered investment advisor representative with State Farm Investment Management Corp. Catherine has been in the industry since 2014 and holds Series 63, 65, and 6TO licenses. She specializes in providing portfolio management for individuals and investment companies. Catherine also owns and operates Catie Walther Insurance Agency, offering insurance services through 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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NC
02/10/2025 - Present
State Farm Investment Management Corp. (Raleigh NC)
BC
Issued 07/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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