Unclaimed
Michael William Tuley is an investment advisor representative with State Farm Investment Management Corp., with offices in SAINT JOHN, IN. Michael has been working in the financial services industry since September 2, 1996. Michael has passed the Series 63, Series 65, Series 7, Series 9, Series 26, Series 52, Series 6TO, and SIE exams. Michael is also a Chartered Financial Consultant. Michael has been registered with the State of Illinois and the State of Indiana. Michael is a partner with SEND IT BACK LIMOS LLC.
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.
1
2
IN
10/23/2018 - Present
State Farm Investment Management Corp. (SAINT JOHN IN)
MI
07/24/1996 - 11/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/28/2000
Series 9 - General Securities Sales Supervisor - Options Module 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 11/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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