Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Warfield Daza is a financial professional with over 24 years of experience in the industry. Jane has a strong background in the financial services industry, including insurance and investment management. Jane is registered with State Farm Investment Management Corp. and holds Series 6, 63, and 65 licenses. Jane provides financial planning and portfolio management services to 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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MD
09/30/2022 - Present
State Farm Investment Management Corp. (Montgomry Vlg MD)
BC
Issued 10/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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