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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith McFarlane is a financial advisor with State Farm Investment Management Corp. Judith has been in the industry for over 2 years. She has experience working with a wide range of clients, including individuals, families, and businesses. Judith holds the Series 63, 65, and SIE licenses. She is also a registered representative with the state of Florida. Judith's goal is to help clients achieve their financial goals through a personalized approach. She focuses on providing investment management services to individuals and businesses. Judith is committed to providing her clients with the highest level of service and expertise.
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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FL
06/04/2024 - Present
State Farm Investment Management Corp. (Brandon FL)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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