Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Halloran is an investment advisor representative associated with State Farm Investment Management Corp. Michael has been in the industry since May 1998. Michael holds the Series 6, Series 63 and Series 65 licenses. Michael is also a registered representative. Michael also owns and operates Micheal O'Halloran Insurance Agency where they have been involved since June 1986. Michael is registered to provide investment advisory services in Washington.
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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WA
11/19/2018 - Present
State Farm Investment Management Corp. (Yakima WA)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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