Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude George Bullock is an investment advisor representative at State Farm Investment Management Corp. Claude George Bullock is registered with FINRA and the state of Washington. Claude George Bullock has been in the industry since February 2024 and has taken the Series 65, Series 63, and Series 6TO exams. Claude George Bullock also works as an intern at State Farm and provides service to customers.
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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WA
02/20/2024 - Present
State Farm Investment Management Corp. (Renton WA)
IA
Issued 02/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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