Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rich is an investment advisor representative at State Farm Investment Management Corp. based in Woodstock, AL. John has been in the industry since 2013 and holds the Series 6, 63, 65, and SIE licenses. John has a strong background in insurance and also serves as the owner and agent for John Rich Insurance Agency. John specializes in 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.
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AL
10/18/2024 - Present
State Farm Investment Management Corp. (Woodstock AL)
IL
07/30/2013 - 02/05/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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