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Leslie Michelle Sategna

State Farm Investment Management Corp.

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About Leslie Michelle Sategna

Leslie Michelle Sategna is an active investment advisor representative. Leslie Michelle Sategna has a total of 3 exams. Leslie Michelle Sategna is registered with the state of California and has a branch office location at 9028 Franklin Blvd, Suite 150, Elk Grove, CA 95758. Leslie Michelle Sategna is currently employed by State Farm Investment Management Corp..

Firm Information

Leslie Sategna is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leslie Sategna’s Registration & Firm History

CA

03/13/2024 - Present

State Farm Investment Management Corp. (Elk Grove CA)

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Licenses & Designations

BC

Issued 08/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslie Michelle Sategna.
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