Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Burkhaulter is a registered investment advisor representative with State Farm Investment Management Corp. She has been in the industry since 2023 and is licensed to provide investment advice in Texas. Natalie has earned both Series 63 and 65 securities licenses as well as the Series 6TO and SIE. Natalie is registered with State Farm Investment Management Corp. in Coppell, Texas. She has a background in insurance and real estate.
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
01/05/2024 - Present
State Farm Investment Management Corp. (Coppell TX)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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