Unclaimed
Matthew Vandussen is an investment advisor representative associated with State Farm Investment Management Corp. Matthew is registered with the state of Michigan to provide investment advisory services and has held the Series 63, Series 65, Series 6TO, and SIE licenses. Matthew has been in the financial services industry since January 2022. Matthew also works with Lance Greer's Insurance Agency as an insurance agent.
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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MI
01/23/2024 - Present
State Farm Investment Management Corp. (Richland MI)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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