Unclaimed
Jeremy Fulkerson is a financial professional with over 13 years of experience in the industry. Jeremy is registered with State Farm Investment Management Corp. Jeremy holds Series 6, 63, and SIE licenses, and is also a Chartered Financial Consultant. Jeremy has experience working with investment companies. Jeremy is also a board member of the South Park Youth Association. Jeremy has been registered with the state of North Carolina since 2009. Jeremy is also registered with the states of South Carolina and Virginia. Jeremy is currently working with clients in Charlotte, North 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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NC
05/31/2022 - Present
State Farm Investment Management Corp. (Charlotte NC)
BC
Issued 06/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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