Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Smith is a registered investment advisor representative. Andrew is licensed in Georgia and South Carolina. Andrew works at State Farm Investment Management Corp., which has its main office in Bloomington, Illinois. Andrew has been in the financial services industry since 2013. Andrew has passed the Series 63, Series 65, and Series 6TO exams, and the SIE exam.
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
06/20/2024 - Present
State Farm Investment Management Corp. (Marietta GA)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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