Unclaimed
Kyle Pauley is an investment advisor representative for State Farm Investment Management Corp. Kyle Pauley has been in the industry for several years. Kyle Pauley holds the Series 63, Series 65, and Series 6TO licenses. Kyle Pauley specializes in portfolio management for individuals and investment companies. Kyle Pauley is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
1
2
OH
09/18/2023 - Present
State Farm Investment Management Corp. (Lexington OH)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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