Unclaimed
Ryan McDonald is a registered investment advisor representative with State Farm Investment Management Corp. Ryan has been in the financial services industry since 2012 and has earned the Series 63, Series 65 and Series 6TO licenses. Ryan is registered to provide investment advice in Oklahoma and Texas. Ryan is also the owner and agent of Ryan McDonald Insurance Agency, a State Farm affiliate.
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
TX
04/28/2023 - Present
State Farm Investment Management Corp. (Millsap TX)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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