Unclaimed
Christopher Patrick is a financial advisor associated with State Farm Investment Management Corp. in Jacksonville, Florida. Christopher is a registered representative with Series 6 and Series 63 licenses. Christopher has been in the financial industry for over 5 years and has extensive experience working with clients to develop and implement investment strategies. Christopher has worked with T. Rowe Price Investment Services, Inc., State Farm Insurance, Melissa Snively Insurance Agency, State Farm VP Management Corp. and Christopher Patrick's Insurance Agency. Christopher is also a Chartered Financial Consultant.
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
FL
01/17/2024 - Present
State Farm Investment Management Corp. (Jacksonville FL)
FL
05/16/2016 - 08/08/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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