Unclaimed
Matthew Nabih Jacob is a financial advisor with State Farm Investment Management Corp., providing financial advice to individuals and investment companies. Matthew is a Series 65 and Series 63 registered professional. Matthew holds a Chartered Financial Consultant designation. Matthew has been in the financial services industry since 2017.
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
PA
06/21/2022 - Present
State Farm Investment Management Corp. (Belle Vernon PA)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Jacob is the right advisor for you? Invested Better is here to help.