Unclaimed
Karen Williams is a registered investment advisor representative with State Farm Investment Management Corp. She is licensed to provide investment advice in Arkansas, Florida, Louisiana, Missouri and Texas. Karen has been in the financial services industry since October 27, 2000. Karen holds the Series 6, SIE, and Series 63 licenses. She is also a Chartered Financial Consultant. Karen has been with State Farm Investment Management Corp. since May 2021. Her previous experience includes working as an insurance agent for her own agency, Karen Williams's Insurance Agency, and for State Farm VP Management Corp. Karen specializes in providing investment advice to individuals and investment companies. She is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
1
2
AR
05/27/2021 - Present
State Farm Investment Management Corp. (ROGERS AR)
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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