Unclaimed
Edmundo Garcia is a registered investment advisor representative with State Farm Investment Management Corp. Edmundo has been in the financial services industry since 2016. Edmundo holds Series 6, Series 63 and Series 65 securities licenses. Edmundo's current employment with State Farm Investment Management Corp. began in July 2023 and has two office locations: Alice, TX and Corpus Christi, TX. Prior to joining State Farm Investment Management Corp. Edmundo was employed by State Farm VP Management Corp. in Bloomington, IL and Wells Fargo Advisors, LLC in McAllen, TX.
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
TX
07/13/2023 - Present
State Farm Investment Management Corp. (Alice TX)
IL
02/10/2016 - 02/14/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
06/02/2014 - 09/18/2014
WELLS FARGO ADVISORS, LLC (MCALLEN TX)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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