Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Catalano is an investment advisor representative with State Farm Investment Management Corp. He is licensed to operate in Connecticut. He has been in the industry since 2003. Paul earned his Series 6 license in 2003, his Series 63 license in 2003, and his Series SIE license in 2018. He is a Chartered Financial Consultant.
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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CT
08/13/2018 - Present
State Farm Investment Management Corp. (Colchester CT)
CT
02/26/2003 - 10/07/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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