Unclaimed
Chadric V Wagner is an investment advisor representative with State Farm Investment Management Corp. Chadric has been in the industry since 1999 and is registered with the state of South Carolina. Chadric is a State Farm Investment Management Corp representative, working in their Spartanburg, SC office. Chadric has previously worked for UBS PAINEWEBBER INC., SALOMON SMITH BARNEY INC., and EDWARD D. JONES & CO., L.P.. Chadric has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, Uniform Investment Adviser Law Examination, Investment Company Products/Variable Contracts Representative Examination, Securities Industry Essentials Examination, National Commodity Futures Examination, and General Securities Representative Examination. Chadric has worked as an insurance agent and supervisor with State Farm Mutual Automobile Insurance Company and its affiliates since 2006.
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
SC
05/17/2023 - Present
State Farm Investment Management Corp. (Spartanburg SC)
NJ
01/18/2002 - 08/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/11/2000 - 01/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
08/25/1994 - 11/29/1994
EDWARD D. JONES & CO., L.P.
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent 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 03/23/2000
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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