Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Fourtner is an investment advisor representative with State Farm Investment Management Corp. She has been in the industry since April 2007. Alison is registered to provide investment advice in Texas and has passed the Series 6, Series 63, and Series 65 exams. She is also licensed in insurance. Alison is a licensed insurance agent through Alison Fourtner's Insurance Agency, which she owns and operates. Alison's focus is on providing financial planning and portfolio management services to individuals and investment companies.
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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TX
02/28/2024 - Present
State Farm Investment Management Corp. (Desoto TX)
IA
Issued 02/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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