Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stauffer is an investment advisor representative with State Farm Investment Management Corp. Daniel has been in the securities industry since 2023. Daniel has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE). Daniel is currently registered with State Farm Investment Management Corp. in Pennsylvania. Daniel is also a licensed insurance agent.
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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2
PA
09/19/2023 - Present
State Farm Investment Management Corp. (Chambersburg PA)
BC
Issued 09/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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