Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Madeline Saam is an investment advisor representative with State Farm Investment Management Corp. Patricia Saam has been in the industry since 1998. Patricia Saam is registered with the state of Pennsylvania. Patricia Saam has been a board member of State Farm Associate Political Action since 2020. Patricia Saam also owns Patricia Saam's Insurance Agency which provides insurance services.
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
PA
08/02/2018 - Present
State Farm Investment Management Corp. (Allentown PA)
OH
05/08/1998 - 07/08/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Saam is the right advisor for you? Invested Better is here to help.
