Unclaimed
Randal Wagner is an active financial advisor in Cincinnati, OH. Randal has been in the industry since 2004 and has a series 6 license and a SIE. Randal currently works for State Farm Investment Management Corp. and has experience with Portfolio Management For Individuals, Portfolio Management For Investment Companies. Randal has worked at State Farm Investment Management Corp. since 2021. Randal's previous employers include Randy Wagner Insurance Agency and State Farm VP Management Corp. Randal has experience with investment-related work through Randy Wagner III Insurance Agency and Cardone Equity Fund XVI LLC. Randal holds the designation of Chartered Financial Consultant.
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
OH
10/02/2021 - Present
State Farm Investment Management Corp. (Cincinnati OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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