Unclaimed
Classere Augustin is an investment advisor representative with State Farm Investment Management Corp. Classere is registered to provide investment advice in Texas, Louisiana, New Mexico and Oklahoma. Classere has been in the financial industry since 2014 and previously worked for Transamerica Financial Advisors, Inc. and State Farm VP Management Corp.. Classere is also the owner and agent of Classere Augustin's Insurance Agency which provides insurance services.
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.
1
2
TX
09/09/2020 - Present
State Farm Investment Management Corp. (Princeton TX)
GA
03/11/2015 - 06/12/2017
STATE FARM VP MANAGEMENT CORP. (LITHIA SPRINGS GA)
GA
03/18/2014 - 07/29/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
IA
Issued 08/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Classere Augustin is the right advisor for you? Invested Better is here to help.