Unclaimed
Neim Dani is a financial professional based in Middlefield, CT. Neim works with State Farm VP Management Corp. and is registered to offer securities and investment advisory services in Connecticut. Neim holds a Series 63, Series 65, Series 6TO and SIE licenses.
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.
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.
1
2
CT
06/06/2024 - Present
State Farm VP Management Corp. (Middlefield CT)
BC
Issued 07/10/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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