Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Lopez is a registered investment advisor representative with State Farm Investment Management Corp. Fernando has been in the financial services industry since 2014 and holds the Series 6, Series 63, and Series 65 licenses. Fernando also has a Series SIE exam. Fernando is an insurance agent and owns an insurance agency, Fernando Lopez Insurance Agency, in addition to his role with State Farm Investment Management Corp. Fernando Lopez provides investment advisory services to individuals and investment companies.
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
05/01/2023 - Present
State Farm Investment Management Corp. (Salinas CA)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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