Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alistair? Claim Your ProfileAlistair M. Filmore is an investment advisor representative registered with State Farm Investment Management Corp. Alistair has been working in the financial services industry since 2016. Alistair is a registered investment advisor representative in the state of Georgia. Alistair has passed the Series 63, Series 65, and Series 6TO exams. Alistair provides portfolio management for individuals and investment companies. Alistair is also an insurance agent for Daniel Lauger's Insurance Agency and provides services to clients for State Farm Mutual Automobile Insurance Company and its affiliates. Alistair's primary office is located in Milton, Georgia.
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
08/08/2024 - Present
State Farm Investment Management Corp. (Milton GA)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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