Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaan? Claim Your ProfileKaan Inceoglu is a financial advisor registered with State Farm Investment Management Corp. Kaan has been in the industry since 2019 and is licensed in Arizona, Colorado, Nebraska, Texas and Wyoming. Kaan has passed Series 63, Series 6TO, and SIE exams. Kaan's primary focus is on portfolio management, particularly for individual and investment company clients. Kaan's insurance agency, Kaan Inceoglu Insurance Agency, specializes in insurance from State Farm Mutual Automobile Insurance Company and its affiliates. Kaan is also a Chartered Financial Consultant.
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
CO
06/03/2021 - Present
State Farm Investment Management Corp. (Greeley CO)
BC
Issued 05/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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