Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Connell is an Investment Advisor Representative with State Farm Investment Management Corp. Daniel has been in the industry since 2002 and has passed the Series 6, Series 63, and Series 65 exams. Daniel is registered in North Carolina and South Carolina. Daniel also owns and operates Daniel O'Connell's Insurance Agency, which is an investment-related business. Daniel is a board member for South Main Square HOA.
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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NC
06/18/2020 - Present
State Farm Investment Management Corp. (Davidson NC)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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