Unclaimed
Aaron Michael De la cruz is an investment advisor representative at Valic Financial Advisors, Inc. Aaron has been in the securities industry since July 10, 2022 and is registered with the Securities and Exchange Commission and Financial Industry Regulatory Authority. Aaron holds the Series 66, Series 7, and SIE licenses. Aaron offers investment advice to individuals and businesses, and specializes in financial planning, selection of other advisors, and recommending wrap accounts to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
03/21/2023 - Present
Valic Financial Advisors, Inc. (Fort Worth TX)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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