Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Miklautsch is a financial professional with over 18 years of experience in the financial services industry. Mark is registered with State Farm Investment Management Corp. and has Series 6 and 63 securities licenses. Mark has served as a financial advisor for clients in the Cincinnati, OH area since 2006. Mark is a Chartered Financial Consultant, a designation awarded by the American College of Financial Services. Mark focuses on providing financial planning and investment management services for 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.
1
2
OH
10/01/2024 - Present
State Farm Investment Management Corp. (Cincinnati OH)
BC
Issued 03/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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