Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Morgan is a financial professional with over 25 years of experience in the industry. He has been registered with the state of Ohio since 2001 and is currently an Investment Adviser Representative with State Farm Investment Management Corp., where he has been employed since June 2021. Daniel Morgan has a strong background in the financial services industry, having held various positions with State Farm VP Management Corp. and his own insurance agency, Daniel Morgan Insurance Agency, since 1986. He holds both Series 6 and Series 65 licenses, demonstrating his expertise in the investment industry. Daniel Morgan specializes in providing investment advice and portfolio management services to individuals and investment companies.
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.
1
2
OH
06/08/2021 - Present
State Farm Investment Management Corp. (Canton OH)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Morgan is the right advisor for you? Invested Better is here to help.
