Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Harris is a financial professional with over 25 years of experience in the financial services industry. Chad is currently registered with State Farm Investment Management Corp. and is licensed to offer investment advisory services in Ohio. Chad has a Series 65 license and is also a Series 26 and Series 6 licensed professional. Chad is a dedicated financial advisor and is committed to helping clients reach their financial goals.
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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OH
06/28/2021 - Present
State Farm Investment Management Corp. (Dublin OH)
IA
Issued 05/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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