Isaac Saucedo (CRD# 7581707) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dexter, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5616108
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Isaac Saucedo Insurance Agency | Dexter, MI | Apr 2023 - Current | 1 |
State Farm Investment Management Corp | Dexter, MI | Apr 2023 - Current | 1 |
State Farm Vp Management Corp | Dexter, MI | Apr 2023 - Current | 1 |
State Farm Insurance | Saint Clair Shores, MI | Oct 2022 - Mar 2023 | < 1 |
State Farm Vp Management Corp | Saint Clair Shores, MI | Oct 2022 - Mar 2023 | < 1 |
State Farm Investment Management Corp | Saint Clair Shores, MI | Oct 2022 - Mar 2023 | < 1 |
State Farm Vp Management Corp | Warren, MI | Jun 2022 - Oct 2022 | < 1 |
Mark Khoury Insurance Agency | Warren, MI | Jul 2020 - Oct 2022 | 2 |
315 Cannabis | Detroit, MI | Jul 2020 - Jul 2020 | < 1 |
Homemaking/unemployed | Warren, MI | Jan 2020 - Jul 2020 | < 1 |
Jvs | Southfield, MI | Sep 2019 - Dec 2019 | < 1 |
Willis Towers Watson | Southfield, MI | May 2016 - Aug 2019 | 3 |
Full-time Student | Mount Pleasant, MI | Aug 2013 - Dec 2016 | 3 |
Soaring Eagle Casino & Resort | Mount Pleasant, MI | Feb 2014 - Jan 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
S63 | Uniform Securities State Law Examination | Jul 2022 |
- MI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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