Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Juan Martinez is a financial advisor currently registered with State Farm Investment Management Corp., located in St Petersburg, Florida. Daniel has been active in the financial services industry since 2008. Daniel is a licensed investment advisor representative in the state of Florida. Daniel's firm specializes in providing investment management services to individuals and investment companies.
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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FL
06/20/2019 - Present
State Farm Investment Management Corp. (St Petersburg FL)
FL
12/14/2007 - 08/05/2010
STATE FARM VP MANAGEMENT CORP. (ORLANDO FL)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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