Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carnell? Claim Your ProfileCarnell Anthony Freeman is a registered investment advisor representative with Valic Financial Advisors, Inc. Carnell has been in the securities industry since February 28, 2006. Carnell is registered in California, and has previously been registered in Massachusetts and Texas. Carnell has been with Valic Financial Advisors, Inc. since December 2010. Prior to that, Carnell worked for Princor Financial Services Corporation and World Group Securities, Inc. Carnell has a Series 6, Series 7, Series 63, and Series 65 license. Carnell also holds the SIE license. Carnell provides financial planning and portfolio management services to individuals. Carnell also offers wrap accounts, selection of other advisors and educational seminars.
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
CA
12/17/2010 - Present
Valic Financial Advisors, Inc. (MODESTO CA)
MA
04/01/2009 - 03/17/2010
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
TX
01/23/2006 - 04/09/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
GA
04/05/2004 - 11/23/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 05/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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