Unclaimed
Autumn Browning is an investment advisor representative with Valic Financial Advisors, Inc. Autumn is licensed in Montana and Idaho and has been in the financial industry since March 19, 2018. Autumn is a registered representative with FINRA and is also a registered investment advisor. Autumn specializes in the areas of securities and insurance. Autumn is also actively engaged with AGIA, a non-securities insurance company. Autumn is committed to providing clients with comprehensive financial advice and services.
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
MT
12/18/2020 - Present
Valic Financial Advisors, Inc. (MISSOULA MT)
IA
Issued 12/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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