Unclaimed
Michael Scharff is an investment advisor representative with State Farm Investment Management Corp. Michael is a Chartered Financial Consultant, licensed in Wisconsin. Michael has been in the financial services industry since September 2006 and has been with State Farm Investment Management Corp. since November 2019. Michael holds licenses for Series 6 and Series 63 exams, and the SIE exam. Michael is also a trustee/secretary for St. Jude the Apostle Catholic Parish.
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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WI
11/06/2019 - Present
State Farm Investment Management Corp. (OSHKOSH WI)
BC
Issued 10/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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