Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sima? Claim Your ProfileSima Mozaffari is an investment advisor representative associated with State Farm Investment Management Corp. Sima is registered with the state of California as a broker-dealer and investment advisor, as well as Arizona, Nevada, and Oregon as an investment advisor. Sima specializes in providing portfolio management for individuals and investment companies.
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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CA
08/31/2023 - Present
State Farm Investment Management Corp. (Mission Viejo CA)
TX
03/16/2016 - 08/22/2016
MSI FINANCIAL SERVICES, INC. (SUGARLAND TX)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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