Unclaimed
Matthew Vincent Walters is a registered investment advisor representative with State Farm Investment Management Corp. Matthew Walters is registered to provide investment advisory services in Alabama and Mississippi. Matthew Walters also has Series 63, 65 and 6TO securities licenses. Matthew Walters is a State Farm Agent and owns Matt Walters' Insurance Agency. Matthew Walters has been in the financial services industry for over 10 years.
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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2
AL
05/13/2024 - Present
State Farm Investment Management Corp. (Huntsville AL)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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