Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Caleb Pitts is an investment advisor representative associated with State Farm Investment Management Corp. Matthew Pitts is registered to provide investment advice in Louisiana and Mississippi. Matthew Pitts has been in the securities industry since June 12, 2022, and is currently registered with State Farm Investment Management Corp. Matthew Pitts is also the owner and agent of an insurance agency, Matthew Pitts's Insurance Agency, and has worked in the insurance industry since 2020. Matthew Pitts is a Series 63 and Series 65 licensed investment advisor representative, and has passed the Series 6TO and SIE exams.
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
MS
06/15/2023 - Present
State Farm Investment Management Corp. (Brandon MS)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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