Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Gionika Rodriguez is an investment advisor representative with State Farm Investment Management Corp. Carla holds the Series 63, Series 65, and Series 6TO licenses. She has been in the financial services industry for over 10 years. Carla is registered with the state of Connecticut, New Jersey, and New York. Her areas of expertise include 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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NJ
08/27/2024 - Present
State Farm Investment Management Corp. (Paramus NJ)
IA
Issued 04/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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