Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Reyes is a financial advisor with State Farm Investment Management Corp. David is registered with the state of California. David has been in the financial industry for over 20 years. David has a Series 6 and Series 63 license. David is also a Chartered Financial Consultant. David's insurance agency has been in operation since 1987 and has been with State Farm since 2003. In 2016, David joined State Farm Investment Management Corp. in Santa Ana, California. David's current branch office is located in Santa Ana, California.
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
10/17/2023 - Present
State Farm Investment Management Corp. (Santa Ana CA)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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