Unclaimed
Thomas Kernan is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with State Farm Investment Management Corp. in Rochester, NY. Thomas is a licensed investment advisor and insurance agent. He is dedicated to helping clients achieve their financial goals. Thomas has a wide range of experience in financial planning, insurance, and investment management. He is committed to providing personalized service to his clients.
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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2
NY
06/27/2023 - Present
State Farm Investment Management Corp. (Rochester NY)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law 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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