Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Arsenio Perez is an investment advisor representative with State Farm Investment Management Corp., licensed in Illinois, Indiana, Iowa, Missouri, and Wisconsin. Armando has been in the financial services industry since 2009, having passed the Series 6, Series 63, and SIE exams. Armando is also a licensed insurance agent and the owner of Armando Perez's Insurance Agency. Armando is a Village Trustee in Bensenville, Illinois. In addition to his investment advisory activities, Armando provides financial advice to insurance companies 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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2
IL
03/07/2023 - Present
State Farm Investment Management Corp. (Northlake IL)
IA
Issued 02/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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