Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Everett Smith is an investment advisor representative with State Farm Investment Management Corp., registered with the state of Missouri and Kansas since 2018. Chad has been in the financial industry since 1998 and has a broad range of experience in providing investment advice. Chad is dedicated to helping clients achieve their financial goals through personalized investment strategies. Chad is committed to providing clients with the highest level of service and expertise.
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.
1
2
MO
08/14/2018 - Present
State Farm Investment Management Corp. (Blue Springs MO)
KS
05/04/1998 - 06/19/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Smith is the right advisor for you? Invested Better is here to help.
