Unclaimed
Mark Chavira is a Registered Representative and Investment Advisor Representative, licensed to provide investment advisory services in Texas and New Mexico. Mark is currently employed by State Farm Investment Management Corp. with a branch office in El Paso, TX. Mark also owns and operates Mark Chavira's Insurance Agency which provides insurance services. Mark has several years of experience in the financial industry and has worked with various financial institutions.
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
TX
12/21/2023 - Present
State Farm Investment Management Corp. (El Paso TX)
TX
01/01/2023 - 11/22/2023
NYLIFE SECURITIES LLC (EL PASO TX)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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