Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Daniels is a registered investment advisor representative with State Farm Investment Management Corp. Gregory Daniels has been in the securities industry since September 5, 2009 and has been employed with State Farm Investment Management Corp. since January 2019. Gregory Daniels is registered to provide advisory services in New Jersey, New York, and Pennsylvania.
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.
1
2
NJ
08/10/2021 - Present
State Farm Investment Management Corp. (Newark NJ)
IL
09/13/2005 - 09/26/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Daniels is the right advisor for you? Invested Better is here to help.
