Unclaimed
William Tecklenburg is a financial advisor at State Farm Investment Management Corp. William has been in the industry since 2019. William is registered with the state of Ohio, Indiana, Kentucky, Michigan, and Pennsylvania. William is licensed to provide investment advice. William has earned the Series 63, Series 65, Series 6TO, and SIE licenses. William is also an insurance agent for State Farm Mutual Automobile Insurance Company. William is committed to providing his clients with personalized financial advice.
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
OH
09/01/2022 - Present
State Farm Investment Management Corp. (Westerville OH)
IA
Issued 08/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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