Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Weber is an investment advisor representative with State Farm Investment Management Corp. Susan is registered with the state of California as an investment advisor representative. She is also registered with the state of California as a broker-dealer. Susan holds the Series 6, Series 63, Series 65 and SIE licenses. Susan's primary firm is State Farm Investment Management Corp. Susan's branch office is located in Antioch, California. Susan's other business is Susan Weber's Insurance Agency, where she acts as an insurance agent. Susan has been in the financial industry for over 23 years.
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
CA
07/13/2023 - Present
State Farm Investment Management Corp. (ANTIOCH CA)
IA
Issued 07/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Weber is the right advisor for you? Invested Better is here to help.
