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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Weiss is a registered investment advisor representative with State Farm Investment Management Corp. Katrina Weiss has been in the industry for 11 years and has passed exams for Series 6, Series 63, Series 65, and SIE. Katrina Weiss has been a registered investment advisor representative since 2011 and is registered in Arizona, Colorado, New Mexico, and Utah. Katrina Weiss currently works at the Cortez, Colorado branch office of State Farm Investment Management Corp. Katrina Weiss is also involved in the Cortez Chamber of Commerce and the City of Cortez.
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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CO
11/24/2020 - Present
State Farm Investment Management Corp. (Cortez CO)
IA
Issued 03/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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