Invested Better
Unclaimed

Unclaimed

Unclaimed

Martha Milena Bourgeois

State Farm VP Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martha? Claim Your Profile

About Martha Milena Bourgeois

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.

Firm Information

Martha Bourgeois is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martha Bourgeois’s Registration & Firm History

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)

Not sure if Martha Milena Bourgeois is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Martha Milena Bourgeois. Review regulatory record here.
Not sure if Martha Milena Bourgeois is right for you?