Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Varney Gregory is a financial advisor with State Farm Investment Management Corp. John has been in the financial industry since 2002 and is licensed in North Carolina. John has experience working with investment companies and has a Series 6, Series 63, and Series 7 licenses. John is also an insurance agent with Paul Parker's 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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NC
09/16/2024 - Present
State Farm Investment Management Corp. (Lincolnton NC)
MA
03/24/2003 - 01/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/16/2002 - 04/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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