Unclaimed
Candace Channell Daniel is a financial professional with over 13 years of experience in the industry. Candace is registered with State Farm Investment Management Corp. in Shoal Creek, Alabama. Candace has passed the Series 6, Series 63, and SIE exams and holds the Chartered Financial Consultant designation. Candace's professional experience includes working with State Farm Insurance and State Farm VP Management Corp. Candace is currently registered as an Investment Advisor Representative.
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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2
AL
09/17/2019 - Present
State Farm Investment Management Corp. (Shoal Creek AL)
BC
Issued 07/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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