Unclaimed
James Ford Voneiff is a financial professional with over 30 years of experience in the industry. James has a strong background in the insurance and financial services industries and is registered as an investment advisor representative with State Farm Investment Management Corp. in New Jersey, New York, and Pennsylvania. James has earned the Series 6, Series 26, Series 63, and SIE licenses. He has also earned the designation of Chartered Financial Consultant. James has worked with State Farm for over 17 years and provides investment advice to a wide range of clients, including individuals, businesses, and investment companies. James is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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
NY
01/13/2023 - Present
State Farm Investment Management Corp. (Maspeth NY)
MA
03/03/1993 - 08/11/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/03/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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