Unclaimed
Patricia Bowe is a registered representative with State Farm Investment Management Corp. Patricia has been in the financial services industry since September 15, 1998. She has a Series 6, Series 63 and SIE license and is a Chartered Financial Consultant. She is also a member of the Freedoms Foundation Valley Forge LA County Chapter and Rotary of Pacific Palisades. Patricia specializes in providing portfolio management for 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.
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2
CA
07/14/2023 - Present
State Farm Investment Management Corp. (PACIFIC PALISADES CA)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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