Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rio is a financial professional registered with State Farm Investment Management Corp. Charles has been in the industry since 2003 and is licensed to provide investment advice in Connecticut, Florida, New Hampshire, New Jersey, and New York. Charles offers financial and investment planning services to individuals and investment companies. Charles is also a licensed insurance agent and is the owner of the Charles Rio Insurance Agency.
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
CT
06/07/2021 - Present
State Farm Investment Management Corp. (Ridgefield CT)
BC
Issued 07/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Rio is the right advisor for you? Invested Better is here to help.
