Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Lynn Spoon is an investment advisor representative for State Farm Investment Management Corp., licensed to provide investment advice in Oregon. Rachael has been in the financial services industry since May 2015. Rachael is registered with FINRA and the state of Oregon and holds the Series 6, Series 63, and Series 65 licenses. In addition to her role at State Farm Investment Management Corp., Rachael is also an insurance agent with Rachel Spoon Insurance Agency.
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
OR
06/21/2023 - Present
State Farm Investment Management Corp. (Klamath Falls OR)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rachael Spoon is the right advisor for you? Invested Better is here to help.
