Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Issac? Claim Your ProfileIssac Gao is a financial professional with over 10 years of experience in the industry. Issac has a strong background in both insurance and investment services, working with State Farm and its affiliates since 2018. Issac is registered to provide investment advice in Florida, New Jersey, New York, and Pennsylvania. Issac holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. Currently, Issac is affiliated with State Farm Investment Management Corp., where Issac provides portfolio management for 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.
1
2
PA
11/09/2022 - Present
State Farm Investment Management Corp. (King Of Prussia PA)
IL
02/14/2020 - 01/19/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 03/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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