Unclaimed
David DeLuca is an investment advisor representative with State Farm Investment Management Corp. David is licensed in Michigan, with a Series 6 and Series 63 license, and has been in the industry since June 2014. David also has a SIE exam. David's firm provides portfolio management services for individuals and investment companies. David is also the owner of David DeLuca's Insurance Agency, which provides insurance services.
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
MI
03/06/2023 - Present
State Farm Investment Management Corp. (Livonia MI)
BC
Issued 06/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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