Unclaimed
Dana Hogan is a registered investment advisor representative with State Farm Investment Management Corp. Dana has been in the industry since October 3, 2000, and is licensed in New York. Dana has passed the Series 6, Series 63, and SIE exams. Dana also holds the Chartered Financial Consultant designation. Dana's firm, State Farm Investment Management Corp., manages assets for investment companies and individuals.
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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NY
09/30/2021 - Present
State Farm Investment Management Corp. (Hudson Falls NY)
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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