Unclaimed
Luke Ramsay is a financial advisor at State Farm Investment Management Corp.. Luke Ramsay is registered in Texas and has been active in the financial services industry since 2021. Luke Ramsay has a Series 63, 65, and 6TO licenses. Luke Ramsay has worked for State Farm Insurance, State Farm VP Management Corp, and Luke Ramsay Insurance agency in the past.
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
06/15/2023 - Present
State Farm Investment Management Corp. (Austin TX)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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