Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Quarterman is a financial professional with over 24 years of experience in the financial services industry. George is a Registered Representative of State Farm Investment Management Corp. and holds the Series 6, Series 26, and SIE licenses. George has been with State Farm VP Management Corp. since November 2008 and also owns George Quarterman's Insurance Agency. George is a Chartered Financial Consultant and is committed to providing clients with personalized financial advice and investment solutions. George is active in the community and serves on the Board of Directors of the Visible Men Academy. George specializes in helping clients with retirement planning, college savings, and estate planning.
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
FL
04/09/2024 - Present
State Farm Investment Management Corp. (Lakewood Ranch FL)
BC
Issued 01/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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