Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Holstein is a registered investment advisor representative with State Farm Investment Management Corp. Holstein's firm is located in Metairie, Louisiana and Daniel has been in the financial industry since 2018. Daniel has passed the Series 63, Series 65, and Series 6TO exams. In addition to working with clients at State Farm Investment Management, Holstein also owns his own insurance agency.
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
LA
11/08/2022 - Present
State Farm Investment Management Corp. (Metairie LA)
IA
Issued 11/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Holstein is the right advisor for you? Invested Better is here to help.
