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Marsha Rachelle Works

State Farm VP Management Corp.

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About Marsha Rachelle Works

Marsha Rachelle Works is a registered representative with State Farm VP Management Corp. Marsha has been in the securities industry since 2008. Marsha is licensed to sell securities in California. Marsha has passed the Series 6, 63, and 7 exams. Marsha's previous firm was UNIONBANC INVESTMENT SERVICES, LLC.

Firm Information

Marsha Works is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Marsha Works’s Registration & Firm History

HI

10/17/2014 - Present

State Farm VP Management Corp. (Kaneohe Bay HI)

CA

11/06/2008 - 04/05/2013

UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marsha Rachelle Works.
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