Unclaimed
Andy Torres is a registered investment advisor representative with State Farm Investment Management Corp., operating out of the Anna, TX branch office. Andy has been in the industry since December 2018 and has licenses in Oklahoma and Texas. Andy has a Series 63, 65, SIE, and 6TO licenses and has taken the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Andy also owns Torres's Insurance Agency, a State Farm insurance agency also located in Anna, TX.
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
TX
10/05/2023 - Present
State Farm Investment Management Corp. (Anna TX)
BC
Issued 11/08/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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