Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wankowicz is a financial advisor with over 20 years of experience in the financial services industry. Paul is registered with State Farm Investment Management Corp. and is a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Paul is committed to providing personalized financial advice and investment strategies tailored to each client's unique needs.
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
TX
10/29/2018 - Present
State Farm Investment Management Corp. (Baytown TX)
MA
04/16/1997 - 10/12/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/16/1997 - 10/12/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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