Unclaimed
Paul Little is a financial advisor who has been in the industry since February 2019. Paul is registered with State Farm Investment Management Corp. and holds Series 63, 65, 6TO and SIE licenses. Paul has extensive experience working with both individual and institutional clients, providing investment advice and portfolio management services. Paul is committed to helping clients achieve their financial goals.
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
CO
10/04/2024 - Present
State Farm Investment Management Corp. (Golden CO)
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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