Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paddock is an investment advisor representative at State Farm Investment Management Corp., with over 10 years of experience in the financial services industry. Steven holds the Series 6, Series 63, and Series 65 licenses, and the SIE exam certification. Steven is registered as an investment advisor representative in Illinois, Minnesota, and Wisconsin. Steven’s office is located in Kenosha, WI, and offers investment advisory services to individuals and investment companies. Steven is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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
03/18/2021 - Present
State Farm Investment Management Corp. (Kenosha WI)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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