Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Joseph has been in the securities industry since May 4, 1998. Mary currently works for State Farm Investment Management Corp. where Mary is a registered representative and investment advisor representative, with a focus on investments for individuals and investment companies. Mary has held a Series 6, Series 26 and Series 63 licenses since 1998. Mary also earned the SIE exam in 2018 and is a Chartered Financial Consultant. Mary's primary office location is 2011 Bees Ferry Rd Ste B, Charleston, SC 29414-6683.
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.
1
2
SC
08/23/2018 - Present
State Farm Investment Management Corp. (Charleston SC)
BC
Issued 07/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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