Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Licon is a registered investment advisor representative with State Farm Investment Management Corp., based in Petaluma, CA. Cecilia has been in the financial services industry since 2015 and holds licenses for both securities and investment advisory services. Her licensing includes Series 63, Series 65, Series 6TO, and the SIE exam. Cecilia works with individual investors and investment companies. Cecilia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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CA
10/09/2023 - Present
State Farm Investment Management Corp. (Petaluma CA)
BC
Issued 10/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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