Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Smalley is a registered investment advisor representative with State Farm Investment Management Corp. Brett has been in the industry since June 2012 and holds Series 6, 63, and 65 licenses. Brett is a licensed insurance agent and owns an insurance agency, Brett Smalley’s Insurance Agency, with offices in Hixson, TN and Chattanooga, TN. Brett serves as a board member for the Sports Authority in Chattanooga. Brett has a strong background in the financial services industry and is committed to providing personalized advice to his clients.
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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2
TN
11/13/2023 - Present
State Farm Investment Management Corp. (HIXSON TN)
IA
Issued 10/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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