Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gregory Berrouet is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Charles is registered in Delaware, New Jersey, New York, and Pennsylvania. Charles has been in the financial services industry since 2016 and has experience in insurance, investment management, and commercial property. Charles is also a board member for a charitable organization. Charles holds Series 63, 65, and 6TO licenses, along with the SIE.
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
09/29/2023 - Present
State Farm Investment Management Corp. (Philadelphia PA)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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