Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Charlon is an investment advisor representative at State Farm Investment Management Corp. Ryan has been in the financial services industry since 2014 and has a Series 6, Series 63, and Series 65 license. Ryan is registered with the state of California and is active in both the broker-dealer and investment advisor space. Ryan also owns and operates a State Farm insurance agency.
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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CA
06/21/2023 - Present
State Farm Investment Management Corp. (Camarillo CA)
CA
05/06/2014 - 04/05/2017
STATE FARM VP MANAGEMENT CORP. (RIDGECREST CA)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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