Unclaimed
Matthew Kwiatkowski is a financial professional with State Farm Investment Management Corp. Matthew is registered as a Registered Representative (Series 6) and an Investment Advisor Representative (Series 65). Matthew has been in the financial services industry since June 2014. Matthew's current registrations include Illinois, Indiana, Kentucky, and Ohio. Matthew has experience in investment management, financial planning, and insurance. Matthew is based in Franklin, Indiana, and works at State Farm Investment Management Corp's branch office in Franklin, Indiana.
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
IN
10/23/2024 - Present
State Farm Investment Management Corp. (Franklin IN)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Kwiatkowski is the right advisor for you? Invested Better is here to help.