Unclaimed
Thomas Loftus is a financial advisor with over 20 years of experience in the industry, specializing in investment products and services. Thomas is currently registered with State Farm VP Management Corp. and holds Series 6, 26, and 63 licenses. Thomas's primary focus is on providing personalized financial advice to individuals and families.
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.
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.
1
2
IL
12/06/2006 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
MN
05/14/1998 - 07/06/2006
STATE FARM VP MANAGEMENT CORP. (MENDOTA HEIGHTS MN)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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