Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gleeson is a financial professional with over 20 years of experience in the industry. He has been registered with the state of California since 2002 and is currently affiliated with State Farm Investment Management Corp. In addition to his investment advisory role, Thomas is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Thomas holds a Series 6, Series 63, and SIE license. He is also a Chartered Financial Consultant. Thomas has a long history of experience in providing financial advice to 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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CA
10/14/2020 - Present
State Farm Investment Management Corp. (Palm Springs CA)
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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