Unclaimed
Martha Bourgeois is a financial professional licensed in Connecticut. Martha has been in the industry since 2013. Martha is currently registered with State Farm VP Management Corp. Prior to that, Martha was registered with HORACE MANN INVESTORS, INC. and PRUCO SECURITIES, LLC. Martha holds the Series 6, Series 63, Series 6TO and SIE licenses.
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.
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.
1
2
CT
11/24/2021 - Present
State Farm VP Management Corp. (Middlefield CT)
CT
01/04/2019 - 12/03/2019
HORACE MANN INVESTORS, INC. (Waterbury CT)
CT
04/12/2013 - 01/06/2015
PRUCO SECURITIES, LLC. (SHELTON CT)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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