Unclaimed
David Michael Muscat is an investment advisor representative at State Farm Investment Management Corp.. David has been in the securities industry for over 16 years and has a Series 6, Series 63, and SIE licenses. David earned the Chartered Financial Consultant designation and is currently registered in California as an Investment Advisor Representative and a Broker. David has been with State Farm Investment Management Corp. since April 2022. David has experience working with individuals and 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
CA
04/05/2022 - Present
State Farm Investment Management Corp. (Sherman Oaks CA)
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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