Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Quinn Neal is a registered representative with State Farm Investment Management Corp. Neal has been in the financial industry for over two years. Neal holds Series 63 and 65 licenses. Neal is also licensed to sell investment company products/variable contracts (Series 6TO) and has successfully passed the Securities Industry Essentials Examination (SIE). Neal is registered with the state of Michigan. Neal is affiliated with Lance Greer Insurance Agency, where they work as an agent team member.
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
11/08/2023 - Present
State Farm Investment Management Corp. (Richland MI)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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