Unclaimed
Michael O'Malley is a financial professional with over 20 years of experience in the industry. Michael is a registered representative of State Farm Investment Management Corp. and holds the Series 6 and Series 63 securities licenses. Michael is also a Registered Investment Advisor in Minnesota and Wisconsin. Michael has experience in various investment and financial services, including portfolio management for individuals and investment companies.
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
MN
07/31/2023 - Present
State Farm Investment Management Corp. (Lindstrom MN)
BC
Issued 02/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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