Unclaimed
Roberto Palacios is a financial advisor with State Farm VP Management Corp. Roberto has been in the industry for over 16 years. He is registered with the state of Texas. Roberto holds the Series 6, Series 63 and SIE licenses. Roberto is located in Richardson, Texas and has been with State Farm VP Management Corp. since March of 2014.
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.
1
2
TX
03/26/2014 - Present
State Farm VP Management Corp. (RICHARDSON TX)
IL
04/17/2007 - 07/25/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roberto Palacios is the right advisor for you? Invested Better is here to help.