Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Smith is a financial professional with over 12 years of experience in the industry. Ramon is currently registered with State Farm Investment Management Corp. Ramon holds the Series 6, Series 63, and SIE licenses. Ramon has a designation as a Chartered Financial Consultant. Ramon is registered in Kansas and Missouri as both a broker and an investment advisor. Ramon has experience working with individuals and investment companies. Ramon also holds a part-time position as an Adjunct Professor at Devry University.
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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KS
08/13/2018 - Present
State Farm Investment Management Corp. (Overland Park KS)
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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