Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Patton is a registered Investment Advisor representative with State Farm Investment Management Corp., holding active registrations in Virginia, Maryland, District of Columbia, and West Virginia. Francis has been in the financial industry since 2020 and has experience in both investment advisory and brokerage services. Francis Patton has passed both Series 63 and Series 65 exams. Francis Patton is also the owner and agent of Francis Patton's Insurance Agency, which provides insurance services. Francis Patton specializes in portfolio management for individuals and investment companies.
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
VA
08/14/2023 - Present
State Farm Investment Management Corp. (LEESBURG VA)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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