Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Simpson is a registered investment advisor representative with State Farm Investment Management Corp. Marlon has been in the financial services industry since 2024 and is licensed to offer investment advice in Ohio. Marlon has passed the Series 63, Series 65, and Series 6TO exams. Marlon also holds the SIE designation.
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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OH
06/01/2024 - Present
State Farm Investment Management Corp. (Pepper Pike OH)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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