Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Rich is a financial advisor with over 20 years of experience in the industry. He currently works at State Farm Investment Management Corp. Mark has a broad range of experience and expertise, with a particular focus on investment company products and variable contracts. Mark obtained his Series 6, Series 26 and Series 63 licenses in 1998 and holds the Chartered Financial Consultant designation. Mark is also the owner of the Mark Rich's Insurance Agency, which is a State Farm insurance agency.
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
HI
09/05/2018 - Present
State Farm Investment Management Corp. (Kahului HI)
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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