Unclaimed
Huashi Amy Park is a registered investment advisor with State Farm Investment Management Corp. based in Duluth, Georgia. Huashi Amy Park has been in the industry since 1999 and has passed the Series 6, 7, and 63 exams. Huashi Amy Park is also registered with the state of Alabama as an investment advisor. Before joining State Farm Investment Management Corp., Huashi Amy Park worked at MONY Securities Corporation, Securities America, Inc., and WMA Securities, Inc.
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
GA
09/20/2018 - Present
State Farm Investment Management Corp. (DULUTH GA)
NY
11/20/2001 - 12/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NE
08/24/2000 - 11/29/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
01/09/1998 - 03/06/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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