Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Shirley is a financial advisor at Valic Financial Advisors, Inc. Alex has been in the industry since 2022 and is currently registered with FINRA and the states of New Jersey, New York, and Pennsylvania. Alex holds the Series 7TO, Series 66, and SIE licenses. Alex works with individuals, high-net-worth individuals, and corporations. Alex provides financial planning, portfolio management, and selection of other advisers. Alex is also an agent for AGIA, selling non-securities insurance products.
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.
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NJ
03/13/2023 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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