Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Cameron Foster is an investment advisor representative with State Farm Investment Management Corp. Kelsey is registered in Iowa and has been in the securities industry since February 2024. Kelsey holds Series 63 and 65 securities licenses and Series 6TO and SIE registrations. Kelsey has experience in the investment advisory field and has a broad range of experience including experience with insurance through Kelsey Foster's Insurance Agency and managing WineStyles, a wine, beer, and accessories retail and restaurant business.
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
IA
02/23/2024 - Present
State Farm Investment Management Corp. (Cedar Rapids IA)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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