Unclaimed
Daniel Nelson Presley is a financial advisor at State Farm VP Management Corp. in Charlottesville, VA. Daniel has over 7 years of experience in the financial industry, working with clients in Virginia and Illinois. Daniel holds Series 6, 63 and 6TO licenses as well as the SIE Exam.
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
VA
04/01/2022 - Present
State Farm VP Management Corp. (Charlottesville VA)
IL
06/27/2018 - 10/01/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
VA
01/19/2015 - 09/20/2016
STATE FARM VP MANAGEMENT CORP. (CHARLOTTESVILLE VA)
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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