Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davis is a registered investment advisor representative with State Farm Investment Management Corp. Matthew has been in the financial industry for over 16 years. He is registered to provide investment advice in Georgia, North Carolina, and South Carolina. Matthew is a licensed agent for State Farm Mutual Automobile Insurance Company and its affiliates and is the owner of Matthew Davis's Insurance Agency. In addition to his roles at State Farm and Matthew Davis's Insurance Agency, Matthew is a partner in 2 Gents, LLC, Palmetto National Reality, LLC, and HWY Properties, LLC. Matthew is also a board member and treasurer for the First Baptist Deacon.
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
SC
09/13/2023 - Present
State Farm Investment Management Corp. (Clinton SC)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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