Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Wold is a financial advisor who has been in the industry since November 2021. Michael is registered with State Farm Investment Management Corp and holds Series 63, Series 6TO and SIE licenses. He is also a Chartered Financial Consultant. In addition to providing financial advice, Michael also owns and operates Michael Wold's Insurance Agency, an insurance agency specializing in products from State Farm Mutual Automobile Insurance Company and its affiliates.
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
ID
12/08/2023 - Present
State Farm Investment Management Corp. (Bonners Ferry ID)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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