Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Coffey is a registered investment advisor representative with State Farm Investment Management Corp. Matthew holds the Series 63, 65 and 6TO licenses. Matthew also has a Series SIE. Matthew has experience in the financial services industry since 2014. Currently, Matthew works in the Auburn, Alabama office of State Farm Investment Management Corp. In addition to being an investment advisor, Matthew is also an insurance agent with Matt Coffey's Insurance Agency in Opelika, Alabama.
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
AL
01/26/2024 - Present
State Farm Investment Management Corp. (Opelika AL)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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