Unclaimed
Matthew Simonds is a financial professional registered with State Farm Investment Management Corp. Matthew has been in the financial industry since April 1999. Matthew has a Series 6 license, a Securities Industry Essentials Examination and is a Chartered Financial Consultant. Matthew's firm, State Farm Investment Management Corp., has its main office in Bloomington, Illinois and provides portfolio management for 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.
1
2
OH
10/19/2018 - Present
State Farm Investment Management Corp. (Columbus OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Simonds is the right advisor for you? Invested Better is here to help.