Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lopeman is a financial advisor currently registered with State Farm Investment Management Corp. Gregory has been in the financial industry since September 26, 2001 and has worked with both individuals and investment companies. Gregory holds Series 6, Series 63, and Series 65 licenses. Gregory is also licensed to sell insurance for State Farm Mutual Automobile Insurance Company and its affiliates. Gregory's office is located in Carrboro, NC.
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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NC
10/03/2024 - Present
State Farm Investment Management Corp. (Carrboro NC)
IL
10/06/1999 - 06/05/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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