Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spence is a financial professional registered with State Farm Investment Management Corp. Matthew Spence has been in the industry since June 1, 2022 and is currently registered in Kansas, Oklahoma, and Texas. Matthew Spence has a Series 63, Series 65, Series 6TO, and SIE license. Matthew Spence holds a license to provide investment advice and has experience working with individuals and investment companies. Matthew Spence also serves as a Board Member for the Bartlesville Regional Chamber of Commerce.
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
OK
02/22/2024 - Present
State Farm Investment Management Corp. (Bartlesville OK)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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