Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raul? Claim Your ProfileRaul Herrera is an Investment Advisor Representative with State Farm Investment Management Corp., registered with the state of California. Raul has been in the securities industry since June 1998. Raul is a licensed insurance agent, has been with State Farm since 1998 and has been working at the State Farm Investment Management Corp. branch office located at 2744 Del Rio Pl Ste. 120, Davis, CA 95618. Raul has earned the Series 6, 63 and 65 licenses. Raul is a member of the Kiwanis Club of Davis and is the owner of Raul Herrera'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.
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CA
01/11/2019 - Present
State Farm Investment Management Corp. (Davis CA)
IA
Issued 01/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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