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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Lizak is an investment advisor representative with State Farm Investment Management Corp., and has been in the industry since 1997. Rodney Lizak holds both Series 6 and Series 63 licenses and has also passed the SIE and Series 65 exams. Rodney Lizak specializes in Portfolio management for individuals and investment companies. Rodney Lizak is registered with both the state of Michigan and Florida. Rodney Lizak works with clients in the Marquette area, as well as clients in New Port Richey, FL.
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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MI
03/22/2019 - Present
State Farm Investment Management Corp. (Marquette MI)
IA
Issued 03/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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