Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paykel is an investment advisor representative with State Farm Investment Management Corp. Steven is registered with the state of Wisconsin as a both a broker-dealer and investment advisor representative. Steven has worked in the securities industry since August 2009. Steven has a series 63, 6 and SIE license. Steven also has the Uniform Investment Adviser Law Examination (Series 65) license. Steven's other business is the Steven Paykel Insurance Agency where they are an agent for State Farm Mutual Automobile Insurance Company and its affiliates. Steven's office is located at 410 Hawthorn Dr Suite 103 West Bend, WI 53095.
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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WI
06/07/2023 - Present
State Farm Investment Management Corp. (WEST BEND WI)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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