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 industry since 2012 and is licensed to provide investment advice in North Carolina. Matthew has a Series 6, Series 63, Series 65 and SIE licenses. Matthew has experience working with investment companies. In addition to his role at State Farm Investment Management Corp., Matthew is also an owner of Matthew Davis's Insurance Agency and Southerby Bluff LLC.
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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NC
12/19/2018 - Present
State Farm Investment Management Corp. (Garner NC)
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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