Unclaimed
Shelley Lynn Chapman is a financial advisor with over 18 years of experience. Shelley Lynn Chapman is a registered representative of State Farm Investment Management Corp., which has been in operation since 2013. Shelley Lynn Chapman is a Chartered Financial Consultant and holds the Series 6, SIE, and Series 63 licenses. Shelley Lynn Chapman has been registered in Texas since 2004.
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
TX
02/16/2022 - Present
State Farm Investment Management Corp. (MCKINNEY TX)
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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