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Patrick Quahliero

State Farm Investment Management Corp.

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About Patrick Quahliero

Patrick Quahliero is a financial professional with over 30 years of experience in the industry. Patrick is a Registered Representative of State Farm Investment Management Corp. and is licensed to provide financial advice in Connecticut, Florida, Ohio, Pennsylvania and Virginia. Patrick is also a Registered Investment Advisor Representative in Ohio and Pennsylvania. Patrick holds the Series 63, Series 6TO, SIE and Series 7 licenses. He is also a Chartered Financial Consultant. Patrick's experience includes working as a financial advisor for American Express Financial Advisors Inc. and IDS Life Insurance Company. Patrick has a strong commitment to providing personalized financial advice to clients. He is dedicated to helping clients achieve their financial goals.

Firm Information

Patrick Quahliero is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Quahliero’s Registration & Firm History

PA

10/16/2024 - Present

State Farm Investment Management Corp. (Hermitage PA)

MN

01/14/1993 - 12/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/14/1993 - 12/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Quahliero.
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