Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Miley is a registered investment advisor representative with State Farm Investment Management Corp. Theresa has been in the industry since 1998. Theresa is licensed in South Carolina. Theresa has a Series 6, Series 63 and Series 65 license. Theresa also has the SIE exam. Theresa is a partner in TMID, LLC which is a non-investment related commercial real estate holding company. Theresa is also the owner of Off the Shelf, LLC, a single member LLC for a beach rental property, and Theresa Miley's Insurance Agency. Theresa specializes in 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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SC
01/08/2023 - Present
State Farm Investment Management Corp. (Irmo SC)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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