Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dack Mathis is a registered representative with State Farm VP Management Corp. William has passed the Series 63, Series 6TO, and SIE exams. William is registered with the state of Indiana, and is licensed to offer securities and investment advisory services. William is located in Elkhart, Indiana.
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.
1
2
IN
11/09/2023 - Present
State Farm VP Management Corp. (Elkhart IN)
BC
Issued 04/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Mathis is the right advisor for you? Invested Better is here to help.
