Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Kadavana Mathai is a financial advisor at State Farm Investment Management Corp. Ron has been working in the financial industry since 2012. Ron holds Series 7, 6, 63 and 65 licenses and has worked at various firms in the past including BBVA Securities Inc., BBVA Compass Investment Solutions, Inc and Wells Fargo Advisors. Ron is a registered investment advisor in Texas.
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
TX
08/03/2023 - Present
State Farm Investment Management Corp. (Irving TX)
TX
05/16/2013 - 05/15/2014
BBVA SECURITIES INC. (FORT WORTH TX)
TX
08/09/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BENBROOK TX)
TX
03/05/2012 - 06/28/2012
WELLS FARGO ADVISORS, LLC (IRVING TX)
IA
Issued 07/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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