Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bohrer is a financial professional who has been in the industry since 2015. Melissa has a Series 63, Series 65, and Series 6 license and has been registered with State Farm Investment Management Corp since 2022. Melissa is currently registered with the state of Kansas. Melissa is also a Registered Representative, Investment Advisor Representative, and a licensed Agent for State Farm Investment Management Corp. Melissa has over 10 years of experience in the financial industry.
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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2
KS
11/23/2022 - Present
State Farm Investment Management Corp. (Bel Aire KS)
IA
Issued 11/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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