Unclaimed
Michael Rufty is a registered representative with State Farm Investment Management Corp. in Upper Marlboro, MD. Michael is a licensed investment adviser representative and has been in the industry since 2002. Michael holds the Series 6 and Series 65 licenses, along with the SIE. Michael has a strong focus on providing portfolio management services for individuals and investment companies. Michael also owns and operates Michael Rufty's Insurance Agency, which is an independent insurance agency. Michael is dedicated to helping clients achieve their financial goals.
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
MD
05/01/2019 - Present
State Farm Investment Management Corp. (Uppr Marlboro MD)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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