Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Simpson is a financial professional with over 13 years of experience in the industry. Courtney holds a Series 6, Series 6TO, and SIE license and is registered with State Farm Investment Management Corp. Courtney is a Chartered Financial Consultant. Courtney specializes in providing investment advisory services to individuals and investment companies. Courtney works out of the Fort Walton Beach, FL office and has experience working with State Farm VP Management Corp in multiple locations.
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
FL
11/06/2022 - Present
State Farm Investment Management Corp. (Fort Walton Beach FL)
FL
11/13/2013 - 08/18/2021
STATE FARM VP MANAGEMENT CORP. (FORT WALTON BEACH FL)
FL
05/21/2007 - 05/14/2012
STATE FARM VP MANAGEMENT CORP. (MAITLAND FL)
BC
Issued 07/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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