Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Wara is a financial professional registered with State Farm Investment Management Corp. in Clovis, California. Katherine has been in the industry since 2012 and is currently registered as an Investment Advisor Representative in California. Katherine offers investment advisory services, including portfolio management for individuals and investment companies. Katherine earned the Series 63 and Series 6TO licenses, and the SIE. Katherine is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company.
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
02/05/2025 - Present
State Farm Investment Management Corp. (Clovis CA)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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