Unclaimed
Vancleft Travis is a registered representative with State Farm Investment Management Corp. in Rochester, NY. Vancleft has been in the financial industry since 1998 and has specialized in investment company products and variable contracts. Vancleft is also a Chartered Financial Consultant. Vancleft's office is located at 1978 Monroe Ave., Rochester, NY 14618-1920.
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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NY
08/17/2021 - Present
State Farm Investment Management Corp. (Rochester NY)
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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