Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Smith is a financial professional with over 17 years of experience in the financial services industry. Devin is a Registered Representative with State Farm Investment Management Corp. and holds a Series 6 and Series 63 license. Devin is also a Chartered Financial Consultant. Devin is located in Oklahoma City and has been working for the company since November of 2018. Devin has experience working with clients of various types including high-net-worth individuals and investment companies. Devin works with clients to provide financial planning services and portfolio management for individuals and investment companies. Devin's firm has a strong reputation in the financial services industry.
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
OK
03/06/2023 - Present
State Farm Investment Management Corp. (Oklahoma City OK)
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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