Unclaimed
Ronald Joseph Burns is an investment advisor representative with State Farm Investment Management Corp. based in Urbana, OH. Ronald has been in the financial services industry since November 1997. Ronald is registered with the state of Ohio and holds Series 6 and Series 65 licenses. Ronald is a highly experienced advisor who provides portfolio management services to individuals and investment companies.
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.
1
2
OH
08/06/2018 - Present
State Farm Investment Management Corp. (Urbana OH)
IA
Issued 03/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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