Unclaimed
Daniel J Schmidt is a financial advisor at State Farm VP Management Corp. Daniel has been in the industry since 2011. Daniel is licensed to sell securities in New York and Vermont. Daniel has passed the Series 6, Series 63, and SIE exams. Daniel has been registered with State Farm VP Management Corp. since 2021.
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.
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.
1
2
NY
10/07/2021 - Present
State Farm VP Management Corp. (ROCHESTER NY)
NY
05/11/2010 - 07/22/2020
STATE FARM VP MANAGEMENT CORP. (BUFFALO NY)
BC
Issued 06/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Schmidt is the right advisor for you? Invested Better is here to help.