Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Medina is a registered investment advisor representative with State Farm Investment Management Corp., with experience in the financial services industry dating back to 2005. Ricardo has a Series 63 and Series 65 licenses. The advisor is currently registered in California and offers financial and investment planning advice to individuals and investment companies. The advisor is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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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2
CA
11/05/2019 - Present
State Farm Investment Management Corp. (Baldwin Park CA)
IA
Issued 11/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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