Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Grimoldi is a financial professional with State Farm Investment Management Corp. Jeffrey has been in the industry since January 2024 and is licensed in Georgia. Jeffrey currently holds the Series 63, 65 and Series 6TO securities licenses along with the SIE exam. In addition, Jeffrey has been serving clients as a State Farm agent since 2019. Jeffrey specializes in working with individuals and investment companies.
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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GA
01/22/2024 - Present
State Farm Investment Management Corp. (Lilburn GA)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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