Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Thomason is a financial advisor at State Farm Investment Management Corp. Holly has been in the financial industry since 2012. Holly has been registered with State Farm Investment Management Corp. since 2023. Holly is registered in Georgia and South Carolina. Holly has passed the Series 6, Series 63, Series 65, and SIE exams. Holly has been a registered representative with the Financial Industry Regulatory Authority (FINRA) since 2012.
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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GA
08/08/2023 - Present
State Farm Investment Management Corp. (Hartwell GA)
IL
10/05/2012 - 04/01/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 07/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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