Unclaimed
Veronica Jauregui is a financial professional with over 14 years of experience in the industry. Veronica holds the Series 6, 63, and 26 licenses and is a Chartered Financial Consultant. Veronica is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Veronica specializes in portfolio management for individuals and investment companies. Veronica has previously worked with ALLSTATE FINANCIAL SERVICES, LLC and FARMERS FINANCIAL SOLUTIONS, LLC.
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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2
CA
01/24/2023 - Present
State Farm Investment Management Corp. (Los Angeles CA)
NE
08/09/2018 - 01/11/2022
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
CA
01/22/2009 - 05/09/2018
FARMERS FINANCIAL SOLUTIONS, LLC (Pasadena CA)
BC
Issued 06/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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