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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Donnelly is a financial advisor with State Farm Investment Management Corp. He has been in the industry since 2009 and is registered in Michigan and Ohio. Paul is also licensed as an insurance agent through Paul Donnelly's Insurance Agency. Paul specializes in providing portfolio management services for individuals and investment companies.
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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MI
03/16/2022 - Present
State Farm Investment Management Corp. (Grand Blanc MI)
IA
Issued 05/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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