Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Matassa is a registered investment advisor representative with State Farm Investment Management Corp. James has been in the industry since August 2003. James holds the Series 6, Series 65, and SIE licenses. James's current branch offices are located in Lockport and Thibodaux, Louisiana. In addition to State Farm Investment Management Corp., James is also affiliated with State Farm Mutual Automobile Insurance Company and its affiliates.
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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LA
11/08/2022 - Present
State Farm Investment Management Corp. (Lockport LA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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