Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Joseph Saucedo is a registered investment advisor representative with State Farm Investment Management Corp. Isaac has been in the industry since 2022 and holds a Series 63, Series 65, and Series 6TO licenses, in addition to the Securities Industry Essentials Examination. Isaac has experience working with a variety of clients including high-net-worth individuals, investment companies, and pooled investment vehicles. Isaac’s firm offers portfolio management services for 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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MI
01/01/2025 - Present
State Farm Investment Management Corp. (Dexter MI)
IA
Issued 09/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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