Unclaimed
Markk Huland Middleton is a financial professional with over 20 years of experience in the financial services industry. Markk is registered as an Investment Advisor Representative with State Farm Investment Management Corp. Markk has a Series 6, Series 63, and SIE license and is registered in Hawaii. Markk holds a Chartered Financial Consultant designation. Markk works with clients on a fee-based, percentage of assets basis. Markk's office is located in Kapolei, Hawaii. Markk is also the owner of Mark Middleton's 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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HI
08/14/2018 - Present
State Farm Investment Management Corp. (Kapolei HI)
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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