Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Martin is a registered representative with State Farm Investment Management Corp. based in Bellbrook, OH. Katherine has been working in the financial services industry since November 20, 2012. Katherine holds the Series 6 license and the Securities Industry Essentials Examination certification. Katherine is also a Chartered Financial Consultant. In addition to working as an investment advisor, Katherine also owns and operates Katie McMahon 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.
1
2
OH
02/10/2023 - Present
State Farm Investment Management Corp. (Bellbrook OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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