Unclaimed
Rodrigo Menendez is a financial advisor who has been in the industry since 2009. Rodrigo is currently registered with State Farm Investment Management Corp. Rodrigo's experience includes working with Franklin/Templeton Distributors, Inc., and other financial institutions. Rodrigo has experience in the financial planning and management of assets for individuals and investment companies.
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.
1
2
IL
06/12/2019 - Present
State Farm Investment Management Corp. (Aurora IL)
CA
08/21/1998 - 02/24/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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