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Daniel Pereshitii

State Farm VP Management Corp.

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About Daniel Pereshitii

Daniel Pereshitii is an investment professional with State Farm VP Management Corp., who has been in the financial industry since August 2022. Daniel holds the Series 63, Series 65, and Series 6TO licenses, and the SIE certification. Daniel is registered in Washington as a broker.

Firm Information

Daniel Pereshitii is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Pereshitii’s Registration & Firm History

WA

08/29/2022 - Present

State Farm VP Management Corp. (Bonney Lake WA)

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Licenses & Designations

IA

Issued 04/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Pereshitii.
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