Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Knoll is a financial professional with over 25 years of experience in the industry. Daniel Knoll is registered with State Farm Investment Management Corp., and has been with the firm since 2018. Daniel Knoll's practice is focused on providing portfolio management services for individuals and investment companies. Daniel Knoll is also registered as an Investment Advisor Representative in Colorado and Washington. Daniel Knoll has a Series 6, Series 63, and SIE license. Daniel Knoll is a Chartered Financial Consultant.
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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WA
08/15/2018 - Present
State Farm Investment Management Corp. (Puyallup WA)
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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