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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwyndena? Claim Your ProfileGwyndena Petrick is a financial advisor with State Farm Investment Management Corp. Gwyndena Petrick has been a financial advisor since May 1998. Gwyndena Petrick is registered with FINRA and the state of California. Gwyndena Petrick is a Chartered Financial Consultant. Gwyndena Petrick specializes in investment company products and variable contracts. Gwyndena Petrick is also the owner of Gwyndena Petrick's Insurance Agency, which provides 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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CA
12/15/2021 - Present
State Farm Investment Management Corp. (Woodland Hills CA)
BC
Issued 07/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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