Unclaimed
Brian Paul Schlesinger is a registered investment advisor representative with State Farm Investment Management Corp. Brian has been in the industry since 2004 and holds both Series 6 and 63 licenses as well as the Series 65 and SIE. Brian is registered to provide investment advice in Arkansas, Louisiana, Mississippi, and Texas. Brian's current employment includes State Farm Investment Management Corp., Brian Schlesinger Insurance Agency, and MM&O Properties LLC.
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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LA
10/30/2024 - Present
State Farm Investment Management Corp. (Scott LA)
IA
Issued 09/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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