Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Rose is a financial advisor with Valic Financial Advisors, Inc. April has been in the financial services industry since 2008 and has a wide range of experience. April is registered in multiple states, including Alabama, Florida, Georgia, Michigan, New York, North Carolina, and West Virginia. April is a Series 6, 7, 24, 26, and 66 licensed professional. April is committed to providing her clients with personalized financial advice and guidance. She is passionate about helping her clients achieve their financial goals and has a strong focus on retirement planning.
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
TX
10/24/2022 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
CT
03/23/2020 - 04/18/2022
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
DC
04/29/2019 - 03/10/2020
ICMA-RC SERVICES, LLC (WASHINGTON DC)
IN
11/18/2016 - 04/22/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/28/2011 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/23/2008 - 09/29/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BOTH
Issued 05/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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