Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Fenzel Marchese is a registered investment advisor representative with State Farm Investment Management Corp. in Jacksonville, Florida. Carla has been in the financial industry since 2009. Carla is a Series 65 and Series 6TO licensed individual with State Farm. Carla also holds a SIE license. Carla works with individual investors, and also provides investment management for investment companies.
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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2
FL
09/29/2022 - Present
State Farm Investment Management Corp. (Jacksonville FL)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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