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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fuller is a registered investment advisor representative with State Farm Investment Management Corp. Jeffrey has been in the financial industry since September 11, 2008, and has a Series 6, Series 63, and Series 65 licenses. Jeffrey has experience with portfolio management for individuals and investment companies, and is currently registered in both North Carolina and South Carolina.
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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2
NC
04/28/2023 - Present
State Farm Investment Management Corp. (Archdale NC)
IA
Issued 04/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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