Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fernandez is an investment advisor representative registered with State Farm Investment Management Corp. Daniel has been in the industry since June 23, 2014. Daniel is registered in Florida. Daniel has passed the Series 6, Series 65 and SIE exams. Daniel is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Daniel holds a position as an owner and agent at Daniel Fernandez Insurance Agency. Daniel works from the Fort Lauderdale, FL branch office. Daniel has been with State Farm Investment Management Corp. since January 2019.
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
FL
08/28/2024 - Present
State Farm Investment Management Corp. (Fort Lauderdale FL)
IA
Issued 07/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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