Unclaimed
Ryan Sanz is a financial professional with State Farm Investment Management Corp. Ryan has been in the financial services industry since 2019 and holds a Series 63, Series 6TO, and SIE license. Ryan is registered to provide investment advice in New York, Pennsylvania, New Jersey, and Vermont. Ryan is a Chartered Financial Consultant and is also a licensed insurance agent.
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
10/21/2024 - Present
State Farm Investment Management Corp. (Rochester NY)
BC
Issued 03/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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