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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Carl is a registered investment advisor representative with State Farm Investment Management Corp. Mary Carl has been working in the financial services industry since 2012 and holds Series 63, 65, and 6TO licenses. Mary Carl currently works from the Eugene, Oregon branch office of State Farm Investment Management Corp. Mary Carl specializes in portfolio management for both individuals and investment companies.
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
OR
08/09/2024 - Present
State Farm Investment Management Corp. (Eugene OR)
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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