Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Catherine Wilhite is a financial professional with over 8 years of experience in the financial services industry. Julia is currently registered with State Farm Investment Management Corp., a firm with a focus on investment companies and pooled investment vehicles. Julia has passed the Series 63, Series 6TO, and SIE exams. Julia is a licensed agent in Texas and is also a Chartered Financial Consultant. Julia's previous experience includes positions with State Farm Insurance and Martin Brower. Julia is also active in the community and is a member of the Rotary Club of Sulphur Springs and the Connected Community Project.
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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TX
07/20/2022 - Present
State Farm Investment Management Corp. (Sulphur Springs TX)
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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