Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Lea Patton is a financial professional with over 10 years of experience in the financial services industry. Erin is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Erin Patton holds the Series 6 and SIE licenses, and is a Chartered Financial Consultant. Erin has a passion for helping clients achieve their financial goals, and is committed to providing them with personalized advice and guidance. Erin has been working with clients in the Urbana, OH area for over a decade.
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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2
OH
09/08/2021 - Present
State Farm Investment Management Corp. (Urbana OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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