Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey DeLuca is a financial professional registered with State Farm Investment Management Corp. Kelsey has been in the industry since March 2015. Kelsey holds Series 6, 63, and 26 securities licenses and is also a Chartered Financial Consultant. Kelsey is registered in Texas to provide investment advice. State Farm Investment Management Corp. is a registered investment advisor with its main office in Bloomington, Illinois. The firm manages over 10 Billion dollars in assets. The firm provides investment advice to individuals and investment companies. They are compensated for their services by collecting a percentage of assets under management.
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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TX
10/13/2021 - Present
State Farm Investment Management Corp. (Cypress TX)
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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