Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecia? Claim Your ProfileAlecia Kozisek has been in the financial industry since 2011. Alecia is a registered representative of State Farm Investment Management Corp. She is also a licensed insurance agent with Alecia Kozisek's Insurance Agency. Alecia has passed the Series 6 and 63 exams and holds a Chartered Financial Consultant designation. Alecia is committed to providing her clients with personalized financial advice and investment management services.
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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WY
07/28/2023 - Present
State Farm Investment Management Corp. (BUFFALO WY)
BC
Issued 08/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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