Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Michelle Gates is a financial professional with over 20 years of experience in the industry. Kay Gates currently works for State Farm Investment Management Corp., where has been employed since July 2021. Kay Michelle Gates is a registered investment advisor in Ohio and has been licensed since July 26, 2021. Kay Gates holds the Series 6 and the Securities Industry Essentials Examination licenses. Kay Gates is also a Chartered Financial Consultant. In addition to work with State Farm Investment Management Corp., Kay Gates also owns Michelle Gates's Insurance Agency, a State Farm affiliate. Kay Gates's experience and commitment to providing excellent client service make a valuable asset to any financial planning team.
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
OH
07/26/2021 - Present
State Farm Investment Management Corp. (Ontario OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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