Daniel A. Skie
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel A Skie, who also goes by Daniel A Skie, Daniel Skie, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2020. Daniel had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 6, 2024 - July 16, 2025
FBL MARKETING SERVICES, LLC
June 9, 2023 - April 16, 2024
EDWARD JONES
June 9, 2023 - April 16, 2024
EDWARD JONES
August 19, 2022 - June 29, 2023
VALIC FINANCIAL ADVISORS, INC.
August 19, 2022 - June 29, 2023
VALIC FINANCIAL ADVISORS, INC.
March 30, 2021 - August 1, 2022
FIFTH THIRD SECURITIES, INC.
November 3, 2020 - August 1, 2022
FIFTH THIRD SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/8/2022
General Securities Representative ExaminationSeries 6TO
Date: 11/3/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
FBL MARKETING SERVICES, LLC
CRD#: 5309 / SEC#: , 8-15855
Contact information
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | |
| ALDRIDGE, ANTHONY JAMES | CHIEF ACCOUNTING OFFICER | 5999478 |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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