Unclaimed
Jeffery David Ramos is a financial professional with over 20 years of experience in the industry. Jeffery has been registered with State Farm VP Management Corp. since 2011 and has held previous registrations with ALLSTATE FINANCIAL SERVICES, LLC. Jeffery holds licenses for Series 6, Series 63 and SIE exams and is registered in Delaware and New Jersey. Jeffery has been active in the financial services industry since 2001.
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.
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.
1
2
PA
08/19/2011 - Present
State Farm VP Management Corp. (Downingtown PA)
NJ
04/04/2001 - 11/30/2010
ALLSTATE FINANCIAL SERVICES, LLC (GLASSBORO NJ)
BC
Issued 04/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Ramos is the right advisor for you? Invested Better is here to help.