Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fernandez is an investment advisor representative at State Farm Investment Management Corp. Richard is registered with the state of New Jersey and New York and has been in the industry for over 6 years. Richard has passed the Series 65, Series 63, Series 6TO and SIE exams. Richard specializes in portfolio management for individuals and investment companies. Richard also provides insurance services through Richard Fernandez'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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NJ
11/08/2024 - Present
State Farm Investment Management Corp. (Summit NJ)
IA
Issued 01/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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