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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Albernas is an investment advisor representative associated with State Farm Investment Management Corp., which has offices in Plantation, Florida. Daniel's office is located at 967 N Nob Hill Road Plantation, Florida 33324. Daniel is licensed in Alabama, Florida, and Georgia. Daniel is also registered in Florida as a securities agent and as an investment advisor representative. Daniel has been in the industry since 2022 and has held positions at several State Farm offices.
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
FL
12/12/2024 - Present
State Farm Investment Management Corp. (Plantation FL)
IA
Issued 04/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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