Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Ramirez is a financial advisor who has been in the industry since August 2012. Tanya is a registered Investment Advisor Representative (IAR) with State Farm Investment Management Corp. Tanya has offices in Bethlehem, PA and is licensed to provide investment advice in New Jersey, New York, and Pennsylvania. Tanya has passed the Series 6, Series 63, Series 65, and SIE exams. Tanya specializes in portfolio management for 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
PA
03/13/2024 - Present
State Farm Investment Management Corp. (Bethlehem PA)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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