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Mark Robert Moylan

State Farm Investment Management Corp.

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About Mark Robert Moylan

Mark Moylan is a financial professional with over 20 years of experience in the financial services industry. Mark is currently a registered representative with State Farm Investment Management Corp. Mark also has a Series 65 license and has worked with various financial institutions over the course of their career. Mark is dedicated to providing clients with personalized financial advice and services.

Firm Information

Mark Moylan is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Moylan’s Registration & Firm History

IL

05/09/2019 - Present

State Farm Investment Management Corp. (Tinley Park IL)

IL

11/20/2002 - 07/07/2003

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

06/14/2002 - 11/26/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

CA

10/05/2000 - 08/28/2001

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

NA

04/05/1988 - 11/03/1988

GRAYSTONE NASH, INC.

NA

03/22/1988 - 04/04/1988

JOSEPH P. MCGIVNEY AND ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 10/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Robert Moylan.
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