Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Stevenson is a financial advisor with State Farm Investment Management Corp. Katherine has been in the industry since March 2023. She is licensed to provide investment advice and has a Series 65 license. Katherine is also licensed to sell variable contracts and has a Series 6TO license. Katherine has experience working with individuals and investment companies.
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
FL
05/21/2023 - Present
State Farm Investment Management Corp. (Margate FL)
IA
Issued 03/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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