Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marie Miller is a financial advisor with State Farm Investment Management Corp. Kathleen has been in the financial services industry since March 1998. Kathleen holds a Series 6, Series 63, and SIE license. Kathleen also has a designation as a Chartered Financial Consultant. Kathleen is registered with the state of Illinois. Kathleen has a branch office located in New Lenox, IL. Kathleen's firm has approximately $10,164,536,171 in assets under management. The firm has 4 accounts, all of which are discretionary. The firm provides portfolio management for individuals and investment companies. Kathleen has been a member of the Silver Cross Hospital Foundation Board since November 2015.
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
IL
06/25/2019 - Present
State Farm Investment Management Corp. (New Lenox IL)
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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