Unclaimed
Matthew Frederick is a financial advisor with State Farm Investment Management Corp. He has been in the industry since 2014 and is registered to provide investment advisory services in Minnesota and North Dakota. Matthew Frederick is also an insurance agent with a State Farm Insurance Agency. He is a series 66, 6TO, SIE, and Series 7 licensed individual.
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
ND
11/28/2018 - Present
State Farm Investment Management Corp. (Wahpeton ND)
ND
01/15/2014 - 10/16/2014
INVEST FINANCIAL CORPORATION (WAHPETON ND)
BOTH
Issued 03/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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