Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Neto Franca is a registered investment advisor representative with State Farm Investment Management Corp. Mario has been in the financial services industry for over 10 years. Mario specializes in providing investment advice to individuals and investment companies. Mario is also an insurance agent and owns an insurance agency. Mario holds a Series 63, Series 65, and Series 6TO license. Mario is registered with the state of Delaware, Maryland, New Jersey and Pennsylvania.
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.
1
2
PA
05/31/2023 - Present
State Farm Investment Management Corp. (Chadds Ford PA)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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