Unclaimed
Katherine Slaydon is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Katherine is registered with the state of Texas. Katherine has been in the securities industry since January 5, 2012, and has been employed by State Farm Investment Management Corp. since November 2023. Katherine has earned the Series 6, Series 63, Series 65 and SIE licenses. Katherine's office is located in San Antonio, Texas. Katherine's firm, State Farm Investment Management Corp., manages assets for investment companies and individuals. The firm has 16 investment advisor representatives and 14 registered representatives. They have approximately 10164536171 in assets under management. Katherine is a licensed insurance agent with Katherine Slaydon's Insurance Agency.
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
TX
11/14/2023 - Present
State Farm Investment Management Corp. (San Antonio TX)
IA
Issued 11/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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