Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Patricia Daly is a financial advisor with over 6 years of experience in the industry. Natalie has a series 6, 63, and 65 license and a SIE designation. Natalie currently works at State Farm Investment Management Corp. and is registered to provide investment advice in Missouri, Montana, New Mexico, South Dakota, and Wyoming. Prior to joining State Farm Investment Management Corp. Natalie worked at State Farm VP Management Corp. in Gillette, Wyoming.
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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WY
12/22/2018 - Present
State Farm Investment Management Corp. (Gillette WY)
WY
01/05/2016 - 08/24/2017
STATE FARM VP MANAGEMENT CORP. (GILLETTE WY)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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