Unclaimed
Mathew Harold Martin is a financial advisor associated with State Farm Investment Management Corp. Mathew Harold Martin has been in the industry since April 2022 and has offices in Simsbury, Connecticut. Mathew Harold Martin holds the Series 63, Series 65, and Series 6TO licenses and has been registered with FINRA and the state of Connecticut since July 2023. Mathew Harold Martin has been registered with the state of New York since January 2024.
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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CT
01/22/2024 - Present
State Farm Investment Management Corp. (Simsbury CT)
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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