Unclaimed
Sarah Skofield is an investment advisor representative at State Farm Investment Management Corp. Sarah has been in the financial services industry for over 18 years. Sarah holds Series 6, 63, and 65 licenses and has been registered with the state of Montana. Sarah is a board member of the Shane Lelani Center for the Arts and the Park Local Development Corporation. Sarah is also the owner of Sarah Skofield's Insurance Agency. Sarah provides investment advice to individuals and investment companies. Sarah has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.
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
MT
03/05/2019 - Present
State Farm Investment Management Corp. (Livingston MT)
NM
01/01/2004 - 03/15/2012
STATE FARM VP MANAGEMENT CORP. (SANTA FE NM)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Skofield is the right advisor for you? Invested Better is here to help.