Unclaimed
Pablo Elizardo Sanchez is a registered investment advisor representative with State Farm Investment Management Corp. Pablo has been in the financial services industry since 2006. Pablo holds the Series 66, SIE, and Series 7 licenses. Pablo is registered in Arizona, California and Oregon. Pablo's previous employers include CITIGROUP GLOBAL MARKETS INC., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Pablo also owns and operates Pablo Sanchez Insurance Agency, which provides insurance services.
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
06/06/2023 - Present
State Farm Investment Management Corp. (Downey CA)
CA
08/01/2012 - 02/25/2014
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
01/03/2011 - 03/23/2012
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
03/31/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
BOTH
Issued 04/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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