Unclaimed
Craig Mathews is an investment advisor representative with State Farm Investment Management Corp. and is registered in New Jersey and Pennsylvania. Craig is a registered investment advisor with State Farm Investment Management Corp. which has offices in Bloomington, Illinois. Craig has been working in the financial services industry for over 15 years and specializes in investment company products and variable contracts. Craig also has experience with financial planning, portfolio management, and other investment-related services.
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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NJ
08/29/2024 - Present
State Farm Investment Management Corp. (Lawrenceville NJ)
IA
Issued 05/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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