Unclaimed
Keiko McInally is a financial advisor registered with State Farm Investment Management Corp. Keiko has been working in the financial industry since January 2022. Keiko is a registered representative in Arizona, California, Nevada, and Oregon. Keiko has a Series 63, Series 65, Series 6TO and SIE license. Keiko provides financial planning and portfolio management services to individuals and investment companies.
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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CA
01/01/2025 - Present
State Farm Investment Management Corp. (Lakewood CA)
IA
Issued 02/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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