Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Graham is a financial advisor registered with State Farm Investment Management Corp. and has been in the industry since May 2001. Chad has experience working with investment companies and individuals. Chad is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advisory services in Ohio and West Virginia.
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
WV
08/22/2018 - Present
State Farm Investment Management Corp. (PARKERSBURG WV)
WV
03/14/2001 - 07/07/2014
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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