Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Mendoza is a financial professional with experience in the financial services industry. Antonio has been registered with the State Farm Investment Management Corp. since September 2021. Antonio has a Series 63, Series 65, and Series 6 license. Antonio has a background in insurance and real estate. Antonio provides financial planning and portfolio management for individuals and investment companies.
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
02/08/2022 - Present
State Farm Investment Management Corp. (Santa Maria CA)
IL
09/22/2014 - 08/05/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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