Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rodriguez is a financial professional with over 8 years of experience in the financial services industry. He is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative in New Mexico, Oklahoma, and Texas. He has a Series 63, Series 6TO, and SIE license. David specializes in providing financial planning and portfolio management services for individuals and investment companies. David is committed to providing clients with personalized service and sound financial advice.
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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TX
05/31/2022 - Present
State Farm Investment Management Corp. (Van Alstyne TX)
BC
Issued 12/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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