Unclaimed
Isaac Stuiso is an investment advisor representative associated with State Farm Investment Management Corp. Isaac holds Series 65, Series 6TO and SIE licenses. Isaac has been in the industry since September 2019, with experience in insurance and financial services. Isaac is registered to provide investment advisory services in Florida.
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
FL
04/04/2022 - Present
State Farm Investment Management Corp. (Dunedin FL)
IA
Issued 03/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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