Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Kathryn Powell is an Investment Advisor Representative with State Farm Investment Management Corp. Sara has been in the industry since 2000 and is licensed in Alabama and Georgia. Sara has experience with a variety of investment products and services. Sara is committed to providing her clients with personalized financial advice and guidance. Sara is a member of the Boy Scouts Troop 50 and is also a member of the Auburn Rotary Club.
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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AL
07/08/2020 - Present
State Farm Investment Management Corp. (Auburn AL)
NY
05/26/2000 - 08/01/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
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 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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