Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Fields is a registered investment advisor representative with State Farm Investment Management Corp. based in Lyndhurst, Ohio. Chad's areas of expertise include investment company products and variable contracts, as well as general securities. Chad has been active in the industry since 2013, and has held previous roles at NatCity Investments, Inc., and State Farm Insurance. Chad also owns and operates Chad Fields's Insurance Agency, which offers insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
OH
03/11/2019 - Present
State Farm Investment Management Corp. (Lyndhurst OH)
OH
07/29/1998 - 10/25/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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