Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunny? Claim Your ProfileSunny Susanto is an Investment Advisor Representative with State Farm Investment Management Corp. Sunny has been in the securities industry for over two years. Sunny is registered with the state of California as both a Broker and an Investment Advisor. Sunny is also registered in Arizona, Nevada and Oregon. Sunny works with both individual and institutional clients and provides investment advice. Sunny is an expert in investment company products, including variable contracts.
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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CA
08/31/2023 - Present
State Farm Investment Management Corp. (San Jose CA)
IA
Issued 06/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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