Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Demory has been an investment professional since 2007. Daniel is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Daniel is licensed in Kansas and Missouri and has been with State Farm Investment Management Corp. since August 2018. Prior to joining State Farm Investment Management Corp., Daniel was an insurance agent and financial advisor with his own agency, Daniel Demory's Insurance Agency. Daniel also owns and manages D&S Property Holdings, LLC. Daniel holds a Series 6, Series 63, and the SIE licenses and is a Chartered Financial Consultant.
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
MO
08/16/2018 - Present
State Farm Investment Management Corp. (Platte MO)
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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