Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merbert? Claim Your ProfileMerbert Hsu is an investment advisor representative with State Farm Investment Management Corp., registered with the state of California. Merbert has been in the financial industry since 1998 and has extensive experience in providing investment advice and services. Merbert Hsu is also a registered insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Merbert holds several licenses and certifications, including the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Examination.
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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CA
05/11/2023 - Present
State Farm Investment Management Corp. (ALHAMBRA CA)
IA
Issued 04/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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