Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ivan is an investment advisor representative with State Farm Investment Management Corp. Michael has been in the industry since 1997. Michael has been registered with the state of Ohio since 2001. In addition to his advisory services, Michael is also an insurance agent and is the owner of Michael Ivan's Insurance Agency. Michael holds the following licenses: Series 6, Series 26, Series 63, and Series 65.
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
OH
02/24/2023 - Present
State Farm Investment Management Corp. (Maumee OH)
BC
Issued 08/31/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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