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Curt Patrick Daniel

ADP Broker-Dealer, Inc.

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About Curt Patrick Daniel

Curt Patrick Daniel is a registered representative with ADP Broker-Dealer, Inc., and has been in the securities industry since 2011. Curt is licensed in 52 states and the District of Columbia. Curt holds the Series 6, Series 63, and SIE licenses. Curt has also been registered with State Farm VP Management Corp. Curt has worked for ADP Broker-Dealer, Inc. since 2018. The firm is registered with FINRA and has been in business since 1958.

Firm Information

Curt Daniel is currently registered with ADP Broker-Dealer, Inc.. ADP Broker-Dealer, Inc. is a corporation formed in July 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

755

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Curt Daniel’s Registration & Firm History

KY

02/02/2018 - Present

ADP Broker-Dealer, Inc. (LOUISVILLE KY)

IN

10/20/2003 - 04/01/2010

STATE FARM VP MANAGEMENT CORP. (CLARKSVILLE IN)

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Licenses & Designations

BC

Issued 02/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curt Patrick Daniel.
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