Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelin? Claim Your ProfileKatelin Harlan is an investment advisor representative with State Farm Investment Management Corp. Katelin has been in the industry since October 17, 2013. Katelin is registered with the state of Arizona, California, Nevada, and Oregon. Katelin is licensed to provide investment advisory services to individuals and investment companies. Katelin has a Series 6, Series 63, Series 65, and SIE. Katelin is also a licensed insurance agent with Katelin Harlan's Insurance Agency. Katelin is committed to providing her clients with personalized financial planning and investment advice.
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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CA
06/07/2022 - Present
State Farm Investment Management Corp. (Encinitas CA)
IA
Issued 11/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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