Unclaimed
Kirsten Wood is an investment advisor representative, licensed in Illinois, Michigan and Pennsylvania. Kirsten has been in the industry since August of 2000 and has worked for State Farm Investment Management Corp. since 2018. Kirsten has a Series 6, Series 26 and Series 63 license. Kirsten also holds a Series 65 license, which is a Uniform Investment Adviser Law Examination. Kirsten is a registered investment advisor. Kirsten’s office is located in Royal Oak, Michigan.
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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MI
04/08/2024 - Present
State Farm Investment Management Corp. (Royal Oak MI)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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