Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomas? Claim Your ProfileTomas Casillas is a financial advisor with State Farm Investment Management Corp. Tomas has been in the financial industry since June 2007. Tomas holds the Series 6, 7, 66 and SIE licenses. Tomas has been registered with State Farm Investment Management Corp. since August 2018. Tomas is registered in New Mexico and Texas. Tomas is also the owner of the Tomas Casillas 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
03/22/2021 - Present
State Farm Investment Management Corp. (El Paso TX)
IL
01/14/2009 - 01/27/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
10/18/2004 - 02/05/2007
WELLS FARGO INVESTMENTS, LLC (EL PASO TX)
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tomas Casillas is the right advisor for you? Invested Better is here to help.
