Unclaimed
Randy Chang is a financial professional with over 12 years of experience in the industry. Randy is a registered representative of State Farm Investment Management Corp. in California. Randy offers financial planning and portfolio management services to individuals and investment companies. Randy is also a licensed insurance agent and holds a Chartered Financial Consultant designation.
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
CA
07/05/2023 - Present
State Farm Investment Management Corp. (Mountain View CA)
BC
Issued 03/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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