Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Li, a financial professional with over 20 years of experience in the industry, is a Registered Representative with State Farm Investment Management Corp. Matthew has a strong background in securities and investment products, as demonstrated by his passing of the Series 6 and Series 63 exams. His expertise allows him to provide financial guidance to individuals and investment companies, focusing on portfolio management. He is a Chartered Financial Consultant and his office is located in Glendora, CA.
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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CA
08/13/2018 - Present
State Farm Investment Management Corp. (Glendora CA)
BC
Issued 03/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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