Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Barrera is a financial advisor registered with State Farm Investment Management Corp. Daniel has been in the industry since December 1, 2005. Daniel's firm is located in Bloomington, Illinois. Daniel's firm, State Farm Investment Management Corp. manages assets for individual and institutional clients. Daniel has passed the Securities Industry Essentials (SIE) exam, the Series 6 exam and the Series 65 exam.
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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CO
06/10/2021 - Present
State Farm Investment Management Corp. (Lakewood CO)
GA
11/30/1999 - 11/02/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 11/19/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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