Unclaimed
Jennifer Draney is a financial professional with over 18 years of experience in the industry. Jennifer is a Registered Representative and Investment Advisor Representative. Jennifer is currently registered with State Farm Investment Management Corp., and holds Series 6, SIE, and Series 63 licenses. Jennifer is based in Monroe, CT and also works out of Nesconset, NY. Jennifer's other business activities include the ownership of an insurance agency and a property investment LLC. Jennifer is a Chartered Financial Consultant and is committed to providing sound financial advice to her clients.
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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2
NY
06/24/2024 - Present
State Farm Investment Management Corp. (Nesconset NY)
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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