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Rebekah Ann Shapiro gonzalez

State Farm Investment Management Corp.

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About Rebekah Ann Shapiro gonzalez

Rebekah Shapiro Gonzalez is a registered investment advisor representative with State Farm Investment Management Corp. She is licensed in California and has been in the industry since June 2009. Rebekah holds Series 6, 63, 65, and SIE licenses. She is affiliated with Rebekah Shapiro Gonzalez's Insurance Agency, where she is also an owner and agent. Rebekah specializes in providing portfolio management services for individuals and investment companies.

Firm Information

Rebekah Shapiro gonzalez is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebekah Shapiro gonzalez’s Registration & Firm History

CA

06/27/2023 - Present

State Farm Investment Management Corp. (Novato CA)

IL

03/16/2009 - 06/27/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

CA

05/21/2007 - 02/17/2009

STATE FARM VP MANAGEMENT CORP. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2007

Series 63 - Uniform Securities Agent 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 05/18/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebekah Ann Shapiro gonzalez.
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