Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Alison Scott is a financial professional with over 23 years of experience in the industry. Kathleen is a registered representative with State Farm Investment Management Corp. Kathleen currently holds Series 6 and SIE licenses, and is a Chartered Financial Consultant. Kathleen works with clients in Florida and Louisiana. In addition to her work with State Farm Investment Management Corp., Kathleen is also the owner and agent of Kathleen Scott's Insurance Agency, an insurance agency that specializes in State Farm Mutual Automobile Insurance Company products.
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
03/11/2024 - Present
State Farm Investment Management Corp. (West Jacksonville FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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