Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Traina is a registered investment advisor representative at State Farm Investment Management Corp. Paula has been in the financial services industry for over 18 years. Paula has a Series 63, 65, and 6TO license. Paula holds a license for investment advisor in the states of New York, Pennsylvania, and Vermont. Paula has a strong understanding of the financial markets and can help 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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NY
01/08/2024 - Present
State Farm Investment Management Corp. (Queensbury NY)
IA
Issued 04/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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