Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Piotrowski is a financial professional with State Farm Investment Management Corp. Zachary has been working in the financial industry for 5 years and has a strong background in investments. He is a registered investment advisor representative in Michigan and has passed the Series 63, Series 65, and Series 6TO exams. Zachary is dedicated to helping clients achieve their financial goals.
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.
1
2
MI
02/19/2024 - Present
State Farm Investment Management Corp. (Albion MI)
IL
09/26/2022 - 11/08/2022
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zachary Piotrowski is the right advisor for you? Invested Better is here to help.
