Unclaimed
Eugene Fortier is a registered Investment Advisor Representative with State Farm Investment Management Corp. Eugene has been working in the financial industry since 1998. Eugene is a registered investment advisor in Louisiana. Eugene has a Series 65 and a Series 6 license and is also licensed in Securities Industry Essentials.
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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LA
02/26/2019 - Present
State Farm Investment Management Corp. (Lafayette LA)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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