Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Finch is an investment advisor representative with State Farm Investment Management Corp. with over 18 years of experience in the financial services industry. Paul has a Series 6, Series 26, and Series 63 license. Paul is registered with the state of California and Oregon. Paul has a Chartered Financial Consultant designation and is licensed to sell insurance. Paul's office is located in Bend, Oregon.
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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OR
07/15/2019 - Present
State Farm Investment Management Corp. (BEND OR)
BC
Issued 10/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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