Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lolley is a financial professional with over 7 years of experience in the financial industry. He is registered with State Farm Investment Management Corp., a firm with a strong reputation for providing comprehensive financial services. Matthew currently holds the Series 6 and Series 65 licenses. Matthew's expertise includes providing investment advice and portfolio management services for individuals and investment companies. He is committed to helping his clients achieve their financial goals. Matthew is also licensed to sell insurance through his own agency, Matt Lolley Insurance Agency.
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
CO
09/09/2020 - Present
State Farm Investment Management Corp. (Littleton CO)
IL
06/15/2015 - 08/16/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Lolley is the right advisor for you? Invested Better is here to help.
