Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Neri is an investment advisor representative associated with State Farm Investment Management Corp. John has been in the industry for 2 years. John's areas of specialization include Retirement and Income Planning. John is licensed to operate in New York. John is registered as a securities agent in New York. John is also registered as an investment advisor representative in New York.
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
08/11/2023 - Present
State Farm Investment Management Corp. (Jordan NY)
BC
Issued 08/05/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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