linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexis Paul Rivera

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexis? Claim Your Profile

About Alexis Paul Rivera

Alexis Rivera is a financial professional with over 7 years of experience in the financial services industry. Alexis is currently registered with State Farm Investment Management Corp. and holds a Series 6, 7, and 66 licenses. Alexis is also a licensed insurance agent. Prior to joining State Farm, Alexis worked for various firms including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., LPL Financial LLC, and AXA Advisors, LLC.

Firm Information

Alexis Rivera is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexis Rivera’s Registration & Firm History

IL

06/02/2022 - Present

State Farm Investment Management Corp. (Chicago IL)

IL

07/01/2020 - 09/13/2021

FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)

IL

05/14/2018 - 03/05/2019

CHARLES SCHWAB & CO., INC. (OAK BROOK IL)

IL

06/14/2017 - 05/08/2018

LPL FINANCIAL LLC (CHICAGO IL)

IL

07/12/2016 - 05/03/2017

AXA ADVISORS, LLC (OAK BROOK IL)

IL

04/20/2016 - 06/22/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Alexis Paul Rivera is right for you?

Licenses & Designations

BOTH

Issued 03/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexis Paul Rivera. Review regulatory record here.
Not sure if Alexis Paul Rivera is right for you?