Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Milazzo is a registered investment advisor representative with State Farm Investment Management Corp. Paul has been in the financial services industry since June 2014. Paul holds Series 6, Series 63, and Series 65 licenses. Paul is registered in Alabama, Florida, Georgia, Mississippi, and Tennessee. Paul is also a licensed insurance agent with Paul Milazzo's Insurance Agency, serving customers in the Mobile, Alabama area.
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
AL
05/12/2023 - Present
State Farm Investment Management Corp. (Mobile AL)
IA
Issued 05/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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