Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Gonzalez is a registered investment advisor representative with State Farm Investment Management Corp. in Whittier, CA. Fernando has been in the financial services industry since 2007 and has experience in both investment and insurance services. Fernando is licensed to provide investment advisory services in California. Fernando has earned Series 6, Series 63, and Series 65 licenses. Fernando also holds the Securities Industry Essentials (SIE) exam designation.
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
CA
03/25/2019 - Present
State Farm Investment Management Corp. (Whittier CA)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Fernando Gonzalez is the right advisor for you? Invested Better is here to help.
