Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Miller is a financial professional with over 10 years of experience in the financial services industry. Daniel is a Registered Representative of State Farm Investment Management Corp. Daniel is also a Registered Investment Advisor in the state of Texas. Daniel offers a wide range of financial services, including portfolio management for individuals and investment companies. Daniel is dedicated to helping clients reach their financial goals. Daniel holds the Series 63, Series 6TO, and SIE licenses and the Chartered Financial Consultant designation.
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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TX
06/12/2023 - Present
State Farm Investment Management Corp. (McKinney TX)
BC
Issued 04/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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