Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Loughlin is a financial professional with over 20 years of experience in the financial services industry. John is currently registered with State Farm Investment Management Corp. John holds a Series 6, 7, and 3 license as well as the SIE and Series 63. He has also earned the Chartered Financial Consultant designation. John is a long-time resident of Troy, New York and has a history of working with local clients in the area.
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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NY
06/16/2021 - Present
State Farm Investment Management Corp. (TROY NY)
NY
01/22/1991 - 07/09/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/1991
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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