Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Carlisle is a financial professional with over 14 years of experience in the financial services industry. Chad has a Series 6 and Series 63 license, and has held positions at both State Farm VP Management Corp and State Farm Investment Management Corp. Chad is currently registered with the state of Arizona and Colorado.
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
CO
08/01/2024 - Present
State Farm Investment Management Corp. (Greenwood Village CO)
MS
02/18/2009 - 06/24/2016
STATE FARM VP MANAGEMENT CORP. (GULFPORT MS)
BC
Issued 04/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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