Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Felty is a financial professional with over 8 years of experience in the industry. Matthew is a Registered Representative of State Farm Investment Management Corp. and is currently registered in Alabama, Kentucky, Tennessee, and Virginia. Matthew has a Series 6, Series 63 and SIE licenses. He is also a Chartered Financial Consultant. Matthew's professional experience includes working at Ben Igou Insurance Agency, State Farm VP Management Corp., State Farm Management Corp., State Farm Insurance, Cameron Felty Insurance Agency, State Farm Management Corp. and State Farm Investment Management Corp.
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
TN
07/05/2023 - Present
State Farm Investment Management Corp. (Morristown TN)
BC
Issued 09/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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