Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martin is an investment advisor representative associated with State Farm Investment Management Corp., based in Seven Valleys, Pennsylvania. Daniel holds the Series 63, 65, 6TO, and SIE licenses and is currently registered with the states of Pennsylvania and Maryland. Daniel has been working in the financial industry since July 2024. Daniel is also the owner and agent of Dan Martin Insurance Agency, providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
PA
07/16/2024 - Present
State Farm Investment Management Corp. (Seven Valleys PA)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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