Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thorstenson is an investment advisor representative in Provo, Utah. Daniel has been in the industry since 2015 and has a Series 6, 63, and 65 license. Daniel currently works for State Farm Investment Management Corp. and has been with the firm since 2018. Daniel's primary focus is working with individual and institutional clients.
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
UT
02/12/2019 - Present
State Farm Investment Management Corp. (Provo UT)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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