Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kozak is a registered investment advisor representative with State Farm Investment Management Corp. Lisa has been in the financial services industry since June 24, 1998. Lisa is licensed in Pennsylvania and has two state examinations, two product examinations and no principal examinations on record. The advisor's previous employment history includes State Farm VP Management Corp and LISA KOZAK INSURANCE AGENCY. Lisa is also a board member of Lookaway Golf Club. Lisa is an active member of the financial industry.
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
04/08/2019 - Present
State Farm Investment Management Corp. (Horsham PA)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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