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Carlos Hernandez Miranda

State Farm Investment Management Corp.

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About Carlos Hernandez Miranda

Carlos Miranda is a financial advisor with over 20 years of experience. Carlos is registered with State Farm Investment Management Corp. Carlos currently works in the Helotes, TX office. Carlos's previous employers include DEAN WITTER REYNOLDS INC. and SMITH BARNEY INC.. Carlos holds the following licenses: Series 6, Series 7, Series 31, Series 63, and SIE. Carlos's specializations include Investment Company Products/Variable Contracts Representative Examination and General Securities Representative Examination.

Firm Information

Carlos Miranda is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carlos Miranda’s Registration & Firm History

TX

08/20/2018 - Present

State Farm Investment Management Corp. (Helotes TX)

NY

08/03/1995 - 01/09/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/09/1994 - 07/25/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/10/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Hernandez Miranda.
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