Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Nawrocki is a financial professional with over 25 years of experience in the industry. Paul is currently registered with State Farm Investment Management Corp. in Pennsylvania, Delaware, and New Jersey. Paul has earned the Chartered Financial Consultant designation. Paul holds the Series 6, Series 63 and SIE licenses. Paul is also a licensed insurance agent in Pennsylvania and has been an insurance agent since 1996. Paul works primarily with individuals and investment companies. Paul offers a range of financial services, including portfolio management and investment advisory services.
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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PA
08/05/2021 - Present
State Farm Investment Management Corp. (Philadelphia PA)
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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