Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fizzarri Smith is a financial advisor at State Farm Investment Management Corp. Smith has been in the industry since May 2000. He has a Series 6, Series 63, and SIE. He is registered in Louisiana, Missouri, New Jersey, and Texas. His office is located in Katy, Texas. Steven has several designations, including Chartered Financial Consultant.
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
TX
11/13/2023 - Present
State Farm Investment Management Corp. (Katy TX)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Smith is the right advisor for you? Invested Better is here to help.
