Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee is a financial advisor with State Farm VP Management Corp. He has been in the industry for 2 years. Daniel is licensed in Kentucky. Daniel holds the Series 63, 6TO, and SIE licenses.
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
TN
01/20/2023 - Present
State Farm VP Management Corp. (Murfreesboro TN)
KY
10/25/2022 - 11/08/2022
STATE FARM VP MANAGEMENT CORP. (BURKESVILLE KY)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Lee is the right advisor for you? Invested Better is here to help.
