Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Byrd is a financial professional with over 20 years of experience in the financial industry. He has been registered with the state of North Carolina since 2000 and is currently affiliated with State Farm Investment Management Corp. in Salisbury, NC. Mark has a broad range of experience in investment management and insurance and holds several professional designations, including Chartered Financial Consultant. Mark is dedicated to helping his clients achieve their financial goals and can help with a range of financial planning services, including investment management 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.
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NC
12/03/2020 - Present
State Farm Investment Management Corp. (Salisbury NC)
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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