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Guillermo Wenceslao Morales

State Farm Investment Management Corp.

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About Guillermo Wenceslao Morales

Guillermo Wenceslao Morales is a financial advisor with State Farm Investment Management Corp. located in Surprise, Arizona. Guillermo has been in the financial services industry since 2004. Guillermo holds the Series 6, Series 63, and Series 65 licenses. Guillermo specializes in portfolio management for individuals and investment companies. Guillermo also owns Guillermo Morales Insurance Agency, which provides insurance services.

Firm Information

Guillermo Morales is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Guillermo Morales’s Registration & Firm History

AZ

11/23/2020 - Present

State Farm Investment Management Corp. (Surprise AZ)

FL

02/01/2010 - 12/31/2010

ALLSTATE FINANCIAL SERVICES, LLC (MIAMI FL)

TX

05/30/2006 - 09/10/2009

STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)

FL

01/11/2008 - 02/08/2008

METLIFE SECURITIES INC. (PLANTATION FL)

IL

06/22/2004 - 05/25/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 11/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guillermo Wenceslao Morales.
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