Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Santos is a registered investment advisor representative at State Farm Investment Management Corp., a firm headquartered in Bloomington, Illinois. Keri is registered in Florida and has been in the industry for over 2 years. Keri also works at Peter Weidinger's Insurance Agency, in Plantation, Florida, as an insurance agent. Keri Santos holds the Series 65 license and has experience in financial planning and portfolio management. Keri Santos specializes in retirement planning and investment strategies.
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
01/14/2025 - Present
State Farm Investment Management Corp. (Plantation FL)
Active
Inactive
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