Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Mendoza is a financial professional with experience in the financial services industry since July 20, 2021. She is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Her primary location is in Beaverton, Oregon. Sarah has held the Series 63 and Series 6TO securities licenses. She also holds the SIE exam. Sarah is a Chartered Financial Consultant. In addition to her advisory services, Sarah owns and operates Sarah Mendoza's Insurance Agency, an insurance agency that works with 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.
1
2
OR
05/02/2023 - Present
State Farm Investment Management Corp. (Beaverton OR)
BC
Issued 07/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sarah Mendoza is the right advisor for you? Invested Better is here to help.
