Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Merk is an investment advisor representative with State Farm Investment Management Corp. with an office in Elyria, OH. He is also the owner of Joseph Merk's Insurance Agency and is registered as a broker-dealer with the state of Ohio. Joseph Merk is a licensed insurance agent, a securities representative, and an investment adviser representative and holds the Series 6, Series 65, and SIE licenses. Joseph has over 15 years of experience in the financial services industry, serving both individuals and institutions. Joseph has a strong background in helping his clients achieve their financial goals. His focus is on providing investment advice and guidance to help clients reach their financial goals.
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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OH
09/09/2020 - Present
State Farm Investment Management Corp. (Elyria OH)
IA
Issued 12/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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