Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Ellis is a registered investment advisor representative with State Farm Investment Management Corp. Devon is active in both the securities and investment advisory industries and has held a Series 6, Series 63, Series 65 and SIE licenses since 2013. Devon is registered in Maryland, Ohio, Pennsylvania and Virginia and provides investment advice and portfolio management for individuals and investment companies. In addition to being a registered investment advisor representative, Devon is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates and is the owner and operator of Devon Ellis's Insurance Agency.
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
PA
10/30/2024 - Present
State Farm Investment Management Corp. (Hanover PA)
IA
Issued 07/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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