Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Lucas is a registered investment advisor representative with State Farm Investment Management Corp. Olivia has been in the financial services industry for over 10 years and holds Series 6, 63, and 65 licenses. Olivia has experience in both the insurance and financial advising industries. Olivia also is a partner in MOL, LLC and COMJ Enterprises, both investment-related businesses. Olivia is focused on providing portfolio management services to 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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IL
05/02/2023 - Present
State Farm Investment Management Corp. (Aurora IL)
IL
08/09/2012 - 11/08/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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