Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Morris is an investment advisor representative with State Farm Investment Management Corp. George has been in the industry since October 24, 2000 and is registered with the state of Virginia as both a broker-dealer and an investment advisor. George holds a Series 6, 63, and 65 license, and is also licensed with the Securities Industry Essentials exam. The firm is located in Waynesboro, VA and has 16 investment advisor representatives, 14 registered representatives and 110 individuals performing advisory functions. The firm manages 10164536171 dollars in regulatory assets under management.
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
VA
05/31/2023 - Present
State Farm Investment Management Corp. (Waynesboro VA)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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