Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Mead Pratt is an investment advisor representative who has been in the industry for over 12 years. Daniela is registered with State Farm Investment Management Corp. in Texas and has a Series 6, Series 63, Series 65, and SIE licenses. Daniela's other business includes operating Daniela Mead's Insurance Agency, an insurance agency. Daniela is a State Farm agent and specializes in portfolio management for individuals and investment companies.
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
TX
04/13/2023 - Present
State Farm Investment Management Corp. (Montgomery TX)
IA
Issued 04/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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