Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Munguia is an investment advisor representative associated with State Farm Investment Management Corp. in Yakima, Washington. Isabel has worked in the securities industry since July 2023 and currently holds a Series 63 and Series 65 license. Isabel is also registered as an investment advisor representative in Washington. Isabel has earned the SIE and Series 6TO licenses.
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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WA
08/22/2024 - Present
State Farm Investment Management Corp. (Yakima WA)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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