Unclaimed
Michael DiMarco is a registered investment advisor representative with State Farm Investment Management Corp. Michael has been in the securities industry since 2021. Michael is registered to offer investment advisory services in Connecticut, New Jersey, New York, and Vermont. Michael has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). In addition to the Series 63 and 65, Michael has also passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Michael is also a licensed insurance agent. Michael offers investment advisory services to individuals and investment companies.
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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NY
09/20/2024 - Present
State Farm Investment Management Corp. (Rye NY)
IA
Issued 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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