Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Leung is a financial professional with State Farm Investment Management Corp. Kate is registered to provide investment advice in California. Kate has been in the industry since 2008 and holds the Series 6, Series 63 and SIE licenses. Kate has experience working with investment companies and provides portfolio management for individuals and investment companies. Kate has a Chartered Financial Consultant designation.
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
CA
08/02/2023 - Present
State Farm Investment Management Corp. (Los Angeles CA)
IL
05/16/2016 - 06/08/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
02/10/2000 - 05/21/2010
STATE FARM VP MANAGEMENT CORP. (WESTCHESTER CA)
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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