Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Ann Gonzales is an investment advisor representative registered in Minnesota. Katie Ann Gonzales works for State Farm Investment Management Corp. Katie Ann Gonzales has been in the securities industry since January 2023. Katie Ann Gonzales has passed the Series 63, Series 65, Series 6TO, and SIE exams. Katie Ann Gonzales has been registered with the State of Minnesota since January 2023. Katie Ann Gonzales has a branch office in Owatonna, Minnesota. Katie Ann Gonzales' other business activities include serving as a committee board member for the Waseca Area Chamber of Commerce.
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.
1
2
MN
03/10/2023 - Present
State Farm Investment Management Corp. (Owatonna MN)
IA
Issued 02/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Katie Gonzales is the right advisor for you? Invested Better is here to help.
