Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Steele is an investment advisor representative with State Farm Investment Management Corp. Kimberly has been in the financial services industry since June 1998. Kimberly is registered with the state of Florida. Kimberly has passed the Series 65, Series 6 and SIE exams. Kimberly has previously worked at State Farm VP Management Corp. and Kimberly Steele Insurance Agency. Kimberly's firm manages assets for individuals and investment companies. Kimberly's firm offers portfolio management services to clients.
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
FL
08/03/2023 - Present
State Farm Investment Management Corp. (TITUSVILLE FL)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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