Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathlein? Claim Your ProfileKathlein Michelle Guinn is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Kathlein is licensed in New Mexico. She has worked in the financial services industry since December 2015. Kathlein's background includes work at State Farm Insurance, Theresa Saiz-Wilmert State Farm Agency, David Jordan State Farm Agency, Buca di Bepp and State Farm VP Management Corp.
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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NM
07/01/2024 - Present
State Farm Investment Management Corp. (Albuquerque NM)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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