Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Sincere is a financial advisor at Valic Financial Advisors, Inc. Dane has been in the financial services industry since 1988. Dane is registered with the state of California and a number of other states as an Investment Advisor Representative and has a Series 7, Series 6, and Series 63 license. Dane is a registered representative with FINRA and the state of Arizona and has a Series 65 license. Dane offers financial planning, portfolio management for individuals and selection of other advisors. Dane also recommends wrap accounts to clients.
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
07/18/2017 - Present
Valic Financial Advisors, Inc. (ROSEVILLE CA)
TX
06/07/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
02/27/1989 - 06/22/1989
UR FINANCIAL, INC.
NA
03/30/1987 - 05/17/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 04/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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