Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Ashley is a financial advisor with over 12 years of experience in the industry. He currently works with State Farm Investment Management Corp. in Germantown, TN. Marc has been active in the financial services industry since 2011 and holds Series 6, 63, and 65 licenses. Marc also has a background in insurance, owning and operating Marc Ashley's Insurance Agency. Marc is registered to provide investment advisory services in Mississippi and Tennessee. His experience and background in both insurance and financial services allows him to provide comprehensive financial planning services.
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
TN
07/18/2023 - Present
State Farm Investment Management Corp. (Germantown TN)
TN
01/10/2011 - 06/20/2011
NEW ENGLAND SECURITIES (MEMPHIS TN)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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