Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jonza is a financial professional with over 9 years of experience in the financial services industry. Matthew is registered with State Farm Investment Management Corp. and is currently licensed in 6 states. Matthew has a broad range of experience in the financial services industry. Matthew has a Series 6 and Series 63, as well as a Series 65 and the SIE, and is well-equipped to provide financial planning and investment management services to 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.
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2
MN
08/29/2022 - Present
State Farm Investment Management Corp. (Oakdale MN)
IA
Issued 08/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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