Ramona Heiney, financial advisor West Plains MO

Ramona Heiney

CRD Number: 5105193
Current Firm: State Farm Investment Management Corp.

Ramona Heiney (CRD# 5105193) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Plains, MO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. West Plains, MO Aug 2018 - Current 5
Ramona Heiney Insurance Agency West Plains, MO Jun 2015 - Current 8
State Farm Vp Management Corp West Plains, MO Jun 2015 - Current 8
State Farm Insurance Pomona, MO Feb 2015 - May 2015 < 1
State Farm Vp Management Corp. Pomona, MO Feb 2015 - May 2015 < 1
State Farm Vp Management Corp. West Plains, MO Feb 2006 - Feb 2015 9
Marjorie Slayton Insurance Agency West Plains, MO Jan 1995 - Feb 2015 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Ramona L. Heiney
Phone Number: 800-447-0740
Registered State(s):
  • AR
  • MO
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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