Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Phillips is an investment advisor representative with State Farm Investment Management Corp. Matthew has been in the securities industry for 18 years. He is a registered representative in North Carolina and is also a registered investment advisor representative. He specializes in providing investment advice to individuals and investment companies. His firm's regulatory assets under management are over $10 Billion dollars. Matthew is a Chartered Financial Consultant and has a Series 6 and Series 63 license. He is a licensed insurance agent and owns his own insurance agency.
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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NC
07/19/2023 - Present
State Farm Investment Management Corp. (CHAPEL HILL NC)
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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