Unclaimed
Steven Andrew Chapman is a registered representative with State Farm Investment Management Corp. in Wellston, Ohio. Steven has a Series 63, Series 6TO and SIE. Steven has been in the industry since 2024 and has worked for David Strickland Insurance Agency and Wagner Rental and Supply in the past. Steven is also a Board Member for the Jackson Area Chamber of Commerce. Steven focuses on portfolio management for individuals and portfolio management for 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.
1
2
OH
11/22/2024 - Present
State Farm Investment Management Corp. (Wellston OH)
BC
Issued 07/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Chapman is the right advisor for you? Invested Better is here to help.