Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Balady is a financial advisor with State Farm Investment Management Corp. Matthew Balady is registered as an investment advisor representative in Florida. Matthew Balady has been in the securities industry since 2002. Matthew Balady is also a registered insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Matthew Balady has experience with PNC Investments, BB&T Investment Services, Inc., Chase Investment Services Corp., VALIC Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, WAMU INVESTMENTS, INC., and NYLIFE SECURITIES INC.
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
FL
11/20/2023 - Present
State Farm Investment Management Corp. (Maitland FL)
FL
01/14/2013 - 09/07/2016
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
FL
02/27/2012 - 12/17/2012
PNC INVESTMENTS (MAITLAND FL)
FL
01/11/2011 - 02/07/2012
BB&T INVESTMENT SERVICES, INC. (SILVER SPRINGS FL)
FL
12/07/2010 - 01/06/2011
CHASE INVESTMENT SERVICES CORP. (CLERMONT FL)
FL
10/08/2010 - 12/16/2010
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
NJ
07/21/2008 - 06/14/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)
NJ
02/11/2004 - 06/05/2008
WAMU INVESTMENTS, INC. (BAYONNE NJ)
PA
01/01/2004 - 02/04/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
09/12/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
06/26/2001 - 09/04/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
06/04/1999 - 06/11/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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