Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Waite Parker is a financial professional with over 11 years of experience in the financial services industry. Daniel is currently registered with State Farm Investment Management Corp. Daniel holds Series 6, 63, and 65 licenses as well as the SIE exam. Daniel is also a licensed insurance agent in Oklahoma. Daniel is committed to providing clients with personalized financial advice and investment solutions. In addition to financial services, Daniel is also active in the community.
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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OK
05/17/2023 - Present
State Farm Investment Management Corp. (Tulsa OK)
IA
Issued 05/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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