Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerrie? Claim Your ProfileGerrie Gresham is a financial professional with State Farm Investment Management Corp. Gerrie has been in the financial services industry since 2008 and has a strong focus on investment management. Gerrie is also registered as an Investment Advisor Representative (IAR) in South Carolina. With over 14 years of experience, Gerrie Gresham is well-equipped to guide clients towards their financial goals.
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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SC
05/23/2022 - Present
State Farm Investment Management Corp. (Lexington SC)
SC
12/08/2008 - 07/18/2011
PRUCO SECURITIES, LLC. (MAULDIN SC)
BC
Issued 12/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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