Unclaimed
Daniel Blackley is an investment advisor representative at State Farm Investment Management Corp. based in Indianapolis, Indiana. Daniel has been in the industry since 2004 and holds both Series 6 and Series 63 licenses. Daniel also holds a Series 65 license, allowing Daniel to provide investment advisory services. In addition to working as an investment advisor representative, Daniel is also the owner of Dan Blackley Insurance Agency, an insurance agency, and is involved with other businesses.
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
IN
03/04/2021 - Present
State Farm Investment Management Corp. (Indianapolis IN)
IA
Issued 02/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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