Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Smith is an investment advisor representative associated with State Farm Investment Management Corp. Robert has been in the industry since 1998, and holds a Series 63, Series 6, Series 65, and SIE license. Robert is registered to provide investment advice in Iowa. Robert also owns and operates Robert Smith's Insurance Agency, an insurance agency that services customers of State Farm Mutual Automobile Insurance Company and its affiliates. In addition, Robert works with Rain & Hail, LLC, where he is an agent providing crop insurance sales and services. Robert is a licensed agent in the state of Iowa.
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
IA
05/15/2023 - Present
State Farm Investment Management Corp. (Waukee IA)
IA
Issued 05/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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