Unclaimed
Alexandre Quilis is a financial advisor with over 8 years of experience. Alexandre currently works with State Farm Investment Management Corp. in Lawrenceville, GA. Alexandre has a Series 6 and Series 63 license and has also passed the SIE exam. Alexandre has a Chartered Financial Consultant designation. Alexandre has previously worked with STATE FARM VP MANAGEMENT CORP.. Alexandre is also the owner of Alexandre Quilis's Insurance Agency, an investment-related insurance agency. Alexandre is a board member for Oak Hill Classical School.
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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GA
11/08/2023 - Present
State Farm Investment Management Corp. (Lawrenceville GA)
GA
11/01/2014 - 05/04/2020
STATE FARM VP MANAGEMENT CORP. (WOODSTOCK GA)
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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