Unclaimed
Marta Nerin is a financial advisor affiliated with State Farm Investment Management Corp. Nerin is a registered investment advisor representative with the state of Connecticut and New York. Marta Nerin has experience in the financial services industry since April 2016. Marta Nerin is licensed with the state of Connecticut and New York, holds the Series 6, Series 63, and Series 65 licenses, and has the Series SIE certification. Nerin has a strong background in financial planning and investment management, with expertise in investment company products/variable contracts.
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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CT
04/24/2024 - Present
State Farm Investment Management Corp. (Middlebury CT)
IL
04/05/2016 - 09/21/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 04/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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