Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bozovich is an investment advisor representative with State Farm Investment Management Corp. Robert is registered with the state of Pennsylvania and has been in the industry since March 26, 2007. Robert has a Series 6 and Series 63 license as well as the SIE exam. Robert also owns and operates Robert Bozovich's Insurance Agency.
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
PA
07/19/2021 - Present
State Farm Investment Management Corp. (Clearfield PA)
IA
Issued 07/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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