Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Taylor Berumen is an investment advisor representative registered with State Farm Investment Management Corp. in Tyler, Texas. Benjamin has a Series 63, 65 and Series 6TO license. Benjamin Berumen has been in the financial industry since 2015 and has experience with investment company products and variable contracts.
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.
1
2
TX
01/25/2023 - Present
State Farm Investment Management Corp. (Tyler TX)
IA
Issued 01/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Benjamin Berumen is the right advisor for you? Invested Better is here to help.
