Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Smith is a registered investment advisor representative with State Farm Investment Management Corp. Monte is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Monte has been working in the financial services industry since 2000. Monte holds Series 6, 63, and 65 licenses. Monte's practice is focused on providing investment advice and portfolio management for individuals and investment companies. Monte is based in Fishers, Indiana.
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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IN
03/01/2019 - Present
State Farm Investment Management Corp. (Fishers IN)
IA
Issued 03/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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