Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto De jesus Rundquist is a financial advisor currently registered with State Farm VP Management Corp. in Humboldt, IA. Roberto has been working in the financial industry since 2014 and is licensed to sell securities in Iowa, Nebraska, and South Dakota. Roberto has a Series 63, Series 6TO, SIE, and Series 7. Roberto previously worked for State Farm VP Management Corp. in Bloomington, IL and TD Ameritrade, Inc. in Omaha, NE.
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.
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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2
IA
05/31/2018 - Present
State Farm VP Management Corp. (Humboldt IA)
IL
05/05/2015 - 06/24/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NE
05/06/2014 - 01/28/2015
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/21/2014
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 05/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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