Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Dawson is a financial professional with over 9 years of experience in the financial services industry. Chad is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Chad has a Series 6, Series 63, and SIE license and holds the Chartered Financial Consultant designation. Chad specializes in providing financial advice and investment management services to individuals and investment companies. Chad is committed to providing clients with personalized service and helping them achieve 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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TX
02/02/2022 - Present
State Farm Investment Management Corp. (San Antonio TX)
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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