Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Hicks is an investment advisor representative with State Farm Investment Management Corp. Katherine is licensed in Montana. She has been in the industry since October 5, 2022 and has worked at State Farm Investment Management Corp since December 2022. Katherine has passed the Series 63, Series 65 and Series 6TO exams. She specializes in providing portfolio management for individuals and portfolio management for investment companies. Katherine is also licensed as an insurance agent and owns Katie Hicks'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
MT
01/04/2023 - Present
State Farm Investment Management Corp. (Bigfork MT)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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