Unclaimed
Daniel A. Skie is a financial advisor who is registered with FBL Marketing Services, LLC in Indiana. Daniel has been in the industry since 2020 and has experience with Fifth Third Securities, Inc., VALIC Financial Advisors, Inc., and Edward Jones. Daniel has earned the Series 65, Series 63, Series 7, Series 6, and SIE licenses.
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.
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.
1
2
IN
08/06/2024 - Present
FBL Marketing Services, LLC (Evansville IN)
IN
06/09/2023 - 04/16/2024
EDWARD JONES (NEWBURGH IN)
IN
08/19/2022 - 06/29/2023
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
11/03/2020 - 08/01/2022
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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