Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McGrath is an investment advisor representative for State Farm Investment Management Corp. based in Troy, New York. Kelly McGrath has over 14 years of experience in the financial services industry, and has been registered with the state of New York as an investment advisor representative since 2009. Kelly McGrath also holds a Series 65 license and Series 6 license. Kelly McGrath is an experienced financial professional who is dedicated to helping her clients achieve their financial goals.
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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2
NY
05/31/2023 - Present
State Farm Investment Management Corp. (Troy NY)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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