Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Villarreal is a financial advisor at State Farm Investment Management Corp. based in San Angelo, Texas. Benjamin has been working in the financial industry since April 2010, having earned his Series 6, Series 63 and SIE licenses. Benjamin is also a Chartered Financial Consultant. Benjamin is registered with the state of Texas as both a registered investment advisor and a registered representative. Benjamin specializes in portfolio management for individuals and investment companies. Benjamin's background in insurance also extends his service to clients who need life and other insurance products.
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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TX
01/11/2022 - Present
State Farm Investment Management Corp. (SAN ANGELO TX)
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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