Unclaimed
Gabriel Oleksy is an Investment Advisor Representative who is registered with State Farm Investment Management Corp. Gabriel has been in the financial services industry since 2015 and has a Series 65, SIE, and Series 6TO. Gabriel is registered with Florida to provide Investment Advisory services. Gabriel Oleksy is also an owner of a insurance agency, Gabe Oleksy's Insurance Agency, in Palatka, FL.
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
FL
09/09/2022 - Present
State Farm Investment Management Corp. (Palatka FL)
IA
Issued 08/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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