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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 Willard Marshall is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. in Princess Anne, MD. Jeffrey Marshall has been in the financial services industry since August 1, 2013. Jeffrey Marshall holds Series 6, Series 63, Series 65, and SIE licenses. Jeffrey Marshall also has a business, Jeffrey Marshall's Insurance Agency, in which he acts as an agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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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MD
03/13/2024 - Present
State Farm Investment Management Corp. (PRINCESS ANNE MD)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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