Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ellis is a financial professional who is registered with State Farm Investment Management Corp. Gregory has been in the industry since 2002. Gregory has passed a series of exams and obtained the designations required to serve clients in the state of Oklahoma and Texas. Gregory is also a licensed agent with Gregory Ellis's Insurance Agency, a State Farm Insurance Agency.
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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OK
03/05/2024 - Present
State Farm Investment Management Corp. (Norman OK)
OK
02/16/2000 - 10/08/2019
STATE FARM VP MANAGEMENT CORP. (NORMAN OK)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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