Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulen? Claim Your ProfilePaulen Lamarca Luttgeharm is a financial professional with over 20 years of experience in the industry. Paulen is currently registered with State Farm Investment Management Corp. in Monroe, LA. Paulen is a Registered Representative and Investment Adviser Representative in the state of Louisiana. Paulen has also been associated with Paulen Luttgeharm's Insurance Agency and SF Monroe Mortgages LLC. Paulen holds the Series 6 and SIE licenses and has earned the Chartered Financial Consultant designation.
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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LA
04/01/2021 - Present
State Farm Investment Management Corp. (Monroe LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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