Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Markman is a registered investment advisor representative with State Farm Investment Management Corp. Todd has been in the industry since 2004 and has been with State Farm since 2021. Todd has a Series 6 and Series 63 license and is registered in Illinois, Indiana and Wisconsin. Todd is a licensed insurance agent with Todd Markman Insurance Agency. Todd specializes in 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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2
IL
08/10/2021 - Present
State Farm Investment Management Corp. (Wilmette IL)
IA
Issued 07/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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