Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray is a financial advisor with State Farm Investment Management Corp., working with clients in Chicago, IL and several other states. Daniel has been in the financial industry since 2012 and has a Series 6, 63 and 65 licenses. Daniel is a licensed agent with State Farm Mutual Automobile Insurance Company and its affiliates. Daniel is also an owner of a mixed-use building in Chicago, IL and a 2-unit residential building in Greenville, SC.
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
IL
03/17/2023 - Present
State Farm Investment Management Corp. (CHICAGO IL)
IA
Issued 03/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Ray is the right advisor for you? Invested Better is here to help.
