Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Ater is a financial advisor with State Farm Investment Management Corp. in San Antonio, TX. Daniel has been working in the financial services industry since 1998, starting his career with J.C. Bradford & Co. He has held Series 7, Series 63, Series 65, and Series 6TO licenses throughout his career. Daniel specializes in providing portfolio management services for 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.
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TX
09/12/2018 - Present
State Farm Investment Management Corp. (San Antonio TX)
NJ
08/14/2000 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/07/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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