Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunny? Claim Your ProfileSunny Rae Shields is a financial professional with over 18 years of experience in the financial services industry. Sunny is a Registered Representative of State Farm Investment Management Corp. and has a Series 6 license, as well as a Series 63 license. Sunny is a Registered Investment Advisor with the State of New Mexico and Texas and holds a Chartered Financial Consultant designation. Sunny has a proven track record of helping clients reach their financial goals. Sunny works with individual and institutional clients, providing investment advice and portfolio management services.
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.
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NM
03/05/2024 - Present
State Farm Investment Management Corp. (Santa Teresa NM)
BC
Issued 10/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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