Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thelma? Claim Your ProfileThelma Ceballos-Meyers is a financial professional with over 20 years of experience in the financial services industry. Thelma is registered with State Farm Investment Management Corp. Thelma is a Chartered Financial Consultant and has passed the Series 6, Series 63 and SIE exams. Thelma also has experience in insurance and running her own insurance agency. Thelma works with individuals and investment companies and provides portfolio management services.
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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LA
01/25/2024 - Present
State Farm Investment Management Corp. (Gretna LA)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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