Unclaimed
Kathryn Mary Wills has been in the financial services industry since 2007. Currently, Kathryn is registered with State Farm VP Management Corp. and is located in Bloomington, Illinois. Kathryn has a Series 7, Series 66, Series 24, Series 26, and Series 51 license. Prior to joining State Farm VP Management Corp. Kathryn worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Midwest Securities, Inc.
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.
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.
1
2
IL
05/20/2009 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
IL
08/22/2007 - 05/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON IL)
IL
03/27/2007 - 07/30/2007
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
BOTH
Issued 04/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/01/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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