Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sundi? Claim Your ProfileSundi Sharpe Williamson is an investment advisor representative with State Farm Investment Management Corp., a company that manages over $10 billion in assets. Sundi Sharpe Williamson is registered in both Georgia and South Carolina. Sundi Sharpe Williamson has been in the financial services industry since September 7, 1998. Sundi Sharpe Williamson specializes in providing investment advisory services to individuals and investment companies. Sundi Sharpe Williamson is also the owner and agent of Sundi Williamson's Insurance Agency, an insurance agency that is also located in Rincon, Georgia.
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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GA
09/16/2021 - Present
State Farm Investment Management Corp. (Rincon GA)
IA
Issued 08/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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