Unclaimed
Edward De leon is a registered representative associated with State Farm Investment Management Corp. Edward has been in the industry for at least 6 years and is currently registered in New York. Edward is an investment advisor representative and is licensed to provide investment advice to individuals and investment companies. Edward has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Edward is also a licensed insurance agent with John Grana'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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NY
12/26/2024 - Present
State Farm Investment Management Corp. (Carmel NY)
Active
Inactive
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