Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Laurick Bartleski is a financial advisor with State Farm Investment Management Corp. in Charlottesville, Virginia. Gregory is a Series 6 and Series 63 licensed representative with more than 8 years of experience in the industry. Gregory has been with State Farm since 2015, and also operates Gregory Bartleski's Insurance Agency, an insurance agency focused on State Farm Mutual Automobile Insurance Company and its affiliates.
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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VA
05/11/2023 - Present
State Farm Investment Management Corp. (Charlottesville VA)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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