Unclaimed
John Michael Paulin is a registered investment advisor with State Farm Investment Management Corp. John Michael Paulin is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. John Michael Paulin is also a property owner with several investment properties. John Michael Paulin has been in the financial services industry since 1999. He has been registered with the state of New York since 2001. John Michael Paulin is also registered with the state of Pennsylvania. He is a Series 6, Series 63, and Series 65 licensed professional. John Michael Paulin specializes in providing financial planning and investment advice to individuals and investment companies. He also provides portfolio management services.
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
NY
10/16/2024 - Present
State Farm Investment Management Corp. (Johnson City NY)
IA
Issued 05/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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