Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Kang Yun is a registered investment advisor representative with State Farm Investment Management Corp. based in Philadelphia, PA. Philip has been in the financial industry for over 10 years, holding a Series 63 and Series 65 license. He is also a registered representative and investment advisor representative in Pennsylvania, New Jersey, and Delaware. In addition to his role at State Farm Investment Management Corp., Philip also owns and operates Philip Yun's Insurance Agency, providing insurance services in the Philadelphia area.
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
PA
07/14/2023 - Present
State Farm Investment Management Corp. (PHILADELPHIA PA)
IA
Issued 07/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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