Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Carreon is a financial professional with over 17 years of experience in the industry. Lisa is a registered Investment Advisor Representative (IAR) in Arizona and California. Lisa currently works for State Farm Investment Management Corp. and has a branch office in Norwalk, California. Lisa is also the owner of Lisa Carreon's Insurance Agency, which is an insurance agency that offers products from State Farm Mutual Automobile Insurance Company and its affiliates. Lisa has earned the designation of Chartered Financial Consultant. Lisa is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
CA
02/10/2023 - Present
State Farm Investment Management Corp. (Norwalk CA)
BC
Issued 08/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Carreon is the right advisor for you? Invested Better is here to help.
