Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Mudlock is an investment advisor representative currently registered with State Farm Investment Management Corp. Leonard Mudlock has been in the industry since 2014. The representative holds a Series 63 license for securities and a Series 65 for investment advisor representing State Farm Investment Management Corp. Leonard Mudlock has also passed the SIE and Series 6 exams. The advisor is currently registered in Pennsylvania. Leonard Mudlock provides advisory services to 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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2
PA
05/03/2019 - Present
State Farm Investment Management Corp. (Sugarloaf PA)
IA
Issued 05/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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