Unclaimed
Jeffrey Sealy is a registered Investment Advisor Representative with State Farm Investment Management Corp., licensed in Texas. Jeffrey has been in the financial industry since 2023 and holds the Series 63, 65 and SIE licenses. Jeffrey has a background in Insurance and in addition to being an advisor, is also an agent for State Farm Mutual Automobile Insurance Company. The advisor also operates a Sports Training company.
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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TX
11/13/2023 - Present
State Farm Investment Management Corp. (Fort Worth TX)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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