Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Patton is a financial advisor with State Farm Investment Management Corp. Josephine Patton has been in the industry since March 2003 and has experience in investment company products/variable contracts. Josephine Patton is registered in California. Josephine Patton is a Chartered Financial Consultant. Josephine Patton also holds the Series 6 and Series 63 securities licenses. Josephine Patton has several other business activities, including serving as a board member for several non-profit organizations.
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
07/09/2019 - Present
State Farm Investment Management Corp. (Laguna Beach CA)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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