Unclaimed
Mitchell Ferebee Smith is an Investment Advisor Representative (IAR) for State Farm Investment Management Corp. in Alpharetta, Georgia. Mitchell has been in the financial industry for over 12 years and holds the Series 63 and Series 65 licenses. Mitchell specializes in providing portfolio management services for individuals and investment companies.
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
GA
03/13/2023 - Present
State Farm Investment Management Corp. (Alpharetta GA)
IA
Issued 01/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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