Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dougherty is an investment advisor representative with State Farm Investment Management Corp. Daniel has been in the industry since February 2006 and has experience in providing investment advice. Daniel has a Series 6, Series 63, Series 65, and SIE licenses. Daniel is registered to provide investment advice in Delaware, Maryland, and Pennsylvania. Daniel is also a licensed insurance agent with State Farm. Daniel's current registrations are with State Farm Investment Management Corp.
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.
1
2
DE
05/13/2019 - Present
State Farm Investment Management Corp. (Wilmington DE)
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Dougherty is the right advisor for you? Invested Better is here to help.
