Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Olesen is a financial professional with State Farm Investment Management Corp. Thomas has been in the industry since 2023. Thomas has passed the Series 63, Series 6TO, and SIE exams and is registered with the state of Texas. Thomas's office is located in Rowlett, TX. In addition to his role at State Farm Investment Management Corp., Thomas is also an agent at Christian Serrano's Insurance Agency.
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.
1
2
TX
02/19/2025 - Present
State Farm Investment Management Corp. (Rowlett TX)
BC
Issued 02/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Thomas Olesen is the right advisor for you? Invested Better is here to help.
