Unclaimed
Daniel Ferrante is a registered investment advisor representative with State Farm Investment Management Corp. He has been in the securities industry since October 29, 2015. Daniel has passed the Series 6, Series 63, Series 65, and SIE exams. He is registered with the state of Texas. Daniel is a member of State Farm Insurance and Dan Ferrante's Insurance Agency. He is also the owner of a personally held real estate investment property.
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
11/24/2021 - Present
State Farm Investment Management Corp. (Spring TX)
IA
Issued 11/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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