Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Smith is an investment advisor representative with State Farm Investment Management Corp. She holds Series 63, 6TO, and SIE licenses. Diane has been in the industry for over 5 years and has experience in insurance and financial services. She is licensed in New Jersey, New York, and Pennsylvania. Diane is a Chartered Financial Consultant. She is registered as an investment advisor representative with State Farm Investment Management Corp. Diane has been with State Farm Investment Management Corp. since 2023. Diane is also the owner of Diane Smith's Insurance Agency.
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
NJ
01/30/2024 - Present
State Farm Investment Management Corp. (BLOOMFIELD NJ)
IL
09/16/2023 - 12/18/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 09/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Diane Smith is the right advisor for you? Invested Better is here to help.
