Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francis Wong is a financial advisor with State Farm Investment Management Corp. David has been in the industry since 2011. David works out of the Mill Valley, CA office. David holds the Series 6 and Series 63 licenses. David also holds the SIE designation. David is a Chartered Financial Consultant. David has been registered with State Farm Investment Management Corp. since 2018.
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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CA
04/29/2021 - Present
State Farm Investment Management Corp. (Mill Valley CA)
CA
04/11/2011 - 03/02/2020
STATE FARM VP MANAGEMENT CORP. (MILL VALLEY CA)
BC
Issued 04/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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