Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Spillane is a financial advisor with State Farm Investment Management Corp. based in Fishkill, NY. Jeffrey holds licenses to provide financial services in Connecticut, New Jersey, New York, and Pennsylvania. His services include investment company products and variable contracts as well as other financial products. Jeffrey also owns and operates Jeffrey Spillane's Insurance Agency, an independent State Farm agency.
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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NY
03/06/2024 - Present
State Farm Investment Management Corp. (Fishkill NY)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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