Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Patrick is a financial advisor with State Farm Investment Management Corp. Katherine has been in the industry since 2021 and has a strong background in finance. Katherine is registered to offer investment advice in Georgia, North Carolina, South Carolina, and Virginia. Katherine is committed to helping clients achieve their financial goals.
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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NC
03/07/2024 - Present
State Farm Investment Management Corp. (Mount Holly NC)
IL
07/16/2021 - 12/21/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 11/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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