Unclaimed
Gregory Archer is a financial professional with over 25 years of experience in the industry. Gregory is currently registered as a Registered Representative with State Farm Investment Management Corp. Gregory has worked with clients on a variety of financial goals, including retirement planning, college savings, and investment management. Gregory holds Series 6 and Series 63 licenses and is also a Chartered Financial Consultant. Gregory is committed to providing personalized financial advice and guidance to help clients achieve 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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LA
11/15/2024 - Present
State Farm Investment Management Corp. (Baton Rouge LA)
NY
11/20/1996 - 05/09/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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