Unclaimed
Matthew Martin is an investment advisor representative and has been in the industry since 2011. Matthew is registered with State Farm Investment Management Corp. and has branch offices in Herndon, Virginia. He is a licensed insurance agent and also owns and operates Matthew Martin's Insurance Agency. Matthew specializes in providing financial advice to individuals and investment companies.
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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2
VA
10/23/2024 - Present
State Farm Investment Management Corp. (Herndon VA)
IA
Issued 08/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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