Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Sebera is a financial professional with over 20 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative and holds the Series 6, Series 63, and SIE licenses. Kristi is affiliated with State Farm Investment Management Corp. and provides portfolio management services for individuals and investment companies. Kristi is also a Chartered Financial Consultant and the owner of Kristi Sebera's Insurance Agency.
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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TX
01/10/2024 - Present
State Farm Investment Management Corp. (Cypress TX)
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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