Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaias? Claim Your ProfileIsaias Ruiz is a financial professional with over 5 years of experience in the financial services industry. Isaias has a Series 63, Series 6TO and SIE license. Isaias is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. in Arizona, California, Nevada, and Oregon. Isaias is a Chartered Financial Consultant. Isaias also owns and operates Isaias Ruiz's Insurance Agency, a State Farm agency providing insurance services to the Bakersfield area.
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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CA
09/19/2024 - Present
State Farm Investment Management Corp. (Bakersfield CA)
BC
Issued 12/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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