Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Morgan is an investment advisor representative with State Farm Investment Management Corp. She has been in the financial services industry since September 9, 2014, and is licensed in Alabama and Mississippi. Katherine has passed a variety of industry exams, including the Series 63, Series 65, Series 6, and SIE. She is also registered with the state of Alabama, the state of Mississippi, FINRA, and the state of Alabama as an investment advisor representative. Katherine has experience working with clients like 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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AL
06/10/2019 - Present
State Farm Investment Management Corp. (Cullman AL)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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