Unclaimed
David Christopher Molina is an investment advisor representative with State Farm Investment Management Corp. located in Vacaville, CA. David is a registered representative with the firm and has been in the industry since 2006. His experience includes previous roles with ALLSTATE FINANCIAL SERVICES, LLC, FARMERS FINANCIAL SOLUTIONS, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and WM FINANCIAL SERVICES, INC.
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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2
CA
08/09/2019 - Present
State Farm Investment Management Corp. (Vacaville CA)
CA
06/02/2016 - 12/07/2018
ALLSTATE FINANCIAL SERVICES, LLC (RANCHO CORDOVA CA)
CA
11/02/2007 - 05/20/2016
FARMERS FINANCIAL SOLUTIONS, LLC (AGOURA HILLS CA)
CA
06/12/2006 - 10/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
11/30/2005 - 03/17/2006
WM FINANCIAL SERVICES, INC. (AZUSA CA)
AZ
05/17/2005 - 07/29/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 08/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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