Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ocampo Rolon is an investment advisor representative associated with State Farm Investment Management Corp. Sara is a registered investment advisor representative and holds licenses in Michigan. Sara has been in the securities industry since 2015. The firm is located in Wyoming, Michigan.
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
MI
02/04/2019 - Present
State Farm Investment Management Corp. (Wyoming MI)
IA
Issued 02/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sara Ocampo rolon is the right advisor for you? Invested Better is here to help.
