Unclaimed
Patrick Buchanan is a financial professional with over 15 years of experience in the industry. Patrick is registered as a Registered Representative and Investment Advisor Representative in multiple states. Patrick is currently associated with State Farm Investment Management Corp. and is affiliated with the State Farm Insurance agency, which has been serving the community since 2009. Patrick is a dedicated and experienced professional who is committed to providing clients with the highest quality of service.
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
ID
09/21/2021 - Present
State Farm Investment Management Corp. (Twin Falls ID)
IA
Issued 05/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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