Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Villa is an Investment Advisor Representative associated with State Farm Investment Management Corp. Lorena is registered with the Securities and Exchange Commission (SEC) and holds Series 6, Series 63, and SIE licenses. Lorena is a Chartered Financial Consultant, has been in the financial services industry since 2006 and is licensed in Texas, Arkansas, Louisiana, Maryland, Michigan, New Mexico, and Oklahoma. In addition to serving clients as an investment advisor representative, Lorena also owns and operates Lorena Villa's Insurance Agency.
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
TX
05/07/2019 - Present
State Farm Investment Management Corp. (San Antonio TX)
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lorena Villa is the right advisor for you? Invested Better is here to help.
