Unclaimed
Ryan Paulson is a registered investment advisor representative with State Farm Investment Management Corp., licensed in California, Hawaii, Idaho, Oregon, and Washington. Ryan has been in the securities industry since 2009 and specializes in investment advisory services. Ryan is also the owner and agent of Ryan Paulson's Insurance Agency, an insurance agency affiliated with State Farm Mutual Automobile Insurance Company and its affiliates. Ryan's focus is on providing financial advice and insurance services to meet the needs of individuals and businesses.
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.
1
2
OR
06/07/2023 - Present
State Farm Investment Management Corp. (Clackamas OR)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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