Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Naguit is a registered investment advisor representative with State Farm Investment Management Corp. Alan has been in the financial services industry since November 2012. Alan has a Series 63 license, which allows him to provide investment advice in California. Alan also has a Series 65 license, which allows him to provide investment advice in Arizona, California, and Nevada. Alan is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Alan has a Series 6 license, which allows him to sell mutual funds and variable annuities. Alan is also licensed to sell insurance through Alan Naguit's Insurance Agency.
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
08/30/2023 - Present
State Farm Investment Management Corp. (Daly City CA)
IA
Issued 08/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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