Verified
Robert Casares is a registered investment advisor representative with State Farm Investment Management Corp. Robert has been in the financial industry for over 6 years, and has a Series 63, 65 and 6TO licenses. He is registered to provide investment advice in California, Nevada, and Oregon. Robert also serves as an 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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CA
09/05/2023 - Present
State Farm Investment Management Corp. (Long Beach CA)
IA
Issued 02/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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