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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan is a financial advisor based in Covington Twp, PA. Jeffrey Ryan is a registered representative of State Farm Investment Management Corp. and has been in the securities industry for over 12 years. Jeffrey has Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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
PA
03/24/2021 - Present
State Farm Investment Management Corp. (Covington Twp PA)
NA
05/12/1992 - 10/17/1994
QUICK & REILLY, INC.
IA
Issued 03/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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