Unclaimed
Matthew Copeland is a financial advisor with over 18 years of experience in the industry. Matthew has a Series 6, Series 63, and SIE license and is registered in California. Matthew is currently employed by State Farm VP Management Corp. and is located in Huntington Beach, 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.
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.
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2
CA
08/11/2004 - Present
State Farm VP Management Corp. (Huntington Beach CA)
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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