Unclaimed
Kara Lynn Berks is a financial professional with over 13 years of experience in the industry. Kara is currently registered with State Farm Investment Management Corp., and holds a Series 6 license. Kara is a resident of Kearney, NE and is licensed in IA, KS, NE, and SD. Kara is also a Chartered Financial Consultant. Kara has experience providing financial advice to individuals and investment companies.
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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NE
04/02/2024 - Present
State Farm Investment Management Corp. (Kearney NE)
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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