Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lizzi is a financial professional with State Farm Investment Management Corp. who has been working in the industry since January 20, 2020. He has been registered with the state of Indiana since February 11, 2020, and with Ohio since March 17, 2020, under the broker-dealer scope. Thomas has also been registered with Indiana and Ohio under the investment advisor scope since February 16, 2024 and February 20, 2024 respectively. Thomas holds Series 63, 6TO, and SIE licenses and offers portfolio management for individuals and investment companies. He is a Chartered Financial Consultant and is also an insurance agent for State Farm.
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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IN
02/16/2024 - Present
State Farm Investment Management Corp. (Brownsburg IN)
BC
Issued 02/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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