Unclaimed
Michelle Moua is an investment advisor representative with State Farm Investment Management Corp. Michelle has been in the industry since 2003 and has experience providing investment advice to individuals and investment companies. Michelle is registered with the state of Minnesota and Wisconsin. Michelle also owns and operates Michelle Moua's Insurance Agency and is a part-owner of Moua Properties LLC.
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
WI
08/29/2022 - Present
State Farm Investment Management Corp. (Chippewa Falls WI)
IA
Issued 08/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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