Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Thomson is an investment advisor representative registered with State Farm Investment Management Corp. William Thomson has been in the industry since 2007 and is licensed in Delaware, Maryland, New Jersey and Pennsylvania. William Thomson specializes in providing portfolio management services for individuals and investment companies. William Thomson is also an insurance agent and has a business license in the state of Pennsylvania.
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
PA
05/15/2023 - Present
State Farm Investment Management Corp. (Warrington PA)
IA
Issued 05/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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