Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Anguiano is a financial professional with over 7 years of experience in the financial services industry. Claudia is registered with State Farm Investment Management Corp. and holds the Series 6, SIE, and Series 63 licenses. Claudia has a background in insurance and is also a Chartered Financial Consultant. Claudia is currently registered as an Investment Advisor Representative in California. Claudia's primary focus is on providing portfolio management services to individual and institutional clients.
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
06/12/2023 - Present
State Farm Investment Management Corp. (Modesto CA)
BC
Issued 11/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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