Unclaimed
Amber Austin Cornwell is a financial advisor with Valic Financial Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry since 2007 and is registered in several states. Amber is a Registered Representative and Investment Advisor Representative and has passed several industry exams, including the Series 6, 7TO, 63, and 65 exams. In addition to working with Valic Financial Advisors, Inc., Amber also has an insurance business called AGIA where she is an agent.
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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2
NC
04/20/2018 - Present
Valic Financial Advisors, Inc. (GREENSBORO NC)
NC
09/10/2007 - 07/13/2011
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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