Unclaimed
Daniel Lottinger is a financial professional with over 10 years of experience in the industry. Daniel currently works as an investment advisor representative with State Farm VP Management Corp., which is based in Conroe, Texas. Daniel is also registered as a securities agent in Louisiana and Texas. Daniel has a strong background in financial planning, including experience with investment company products and variable contracts.
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.
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2
TX
05/19/2021 - Present
State Farm VP Management Corp. (Conroe TX)
LA
03/23/2009 - 08/02/2019
PFS INVESTMENTS INC. (BATON ROUGE LA)
BC
Issued 06/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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