Unclaimed
Dylan Woodruff is an investment advisor representative with State Farm Investment Management Corp. Dylan has been in the industry since December 1, 2022. Dylan holds Series 63 and 65 securities licenses, and Series 6TO and SIE product licenses. Dylan is currently registered in Indiana, Kentucky, and Ohio as an investment advisor representative and a broker. In addition, Dylan is the owner and agent of Dylan Woodruff's Insurance Agency, an insurance agency located in Fairfield, Ohio.
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
OH
04/17/2023 - Present
State Farm Investment Management Corp. (Milford OH)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dylan Woodruff is the right advisor for you? Invested Better is here to help.