Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Kotka is a financial professional with over 15 years of experience in the industry. Julia is a Registered Representative and Investment Advisor Representative. Julia is currently registered with State Farm Investment Management Corp., where she has been employed since February 2023. Julia has earned the Chartered Financial Consultant designation and holds Series 6 and Series 63 licenses. In addition to working with State Farm Investment Management Corp., Julia also owns and operates Julia Lo's Insurance Agency, an insurance agency that serves customers in the Vancouver, WA area. Julia has a strong commitment to providing her clients with personalized financial advice and guidance.
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
WA
02/13/2023 - Present
State Farm Investment Management Corp. (VANCOUVER WA)
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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