Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Babcock is a financial professional with over 20 years of experience in the industry. Chad has a strong background in investment management and has been registered as an Investment Advisor Representative in several states, including Minnesota, Florida, Texas, and Wisconsin. Chad has been associated with State Farm Investment Management Corp. since 2006, where Chad provides financial advice to individuals and investment companies. Chad is a Chartered Financial Consultant and is committed to providing clients with the highest quality of service.
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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MN
02/01/2023 - Present
State Farm Investment Management Corp. (Excelsior MN)
NJ
01/10/2001 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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