Unclaimed
Daniel Silva is a financial advisor with Valic Financial Advisors, Inc.. Daniel has been in the financial services industry since 2008. Daniel is registered in Florida, Georgia, and South Carolina. Daniel offers a variety of financial services including financial planning, portfolio management, and selection of other advisors. Daniel also specializes in retirement planning and investment strategies.
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
GA
10/12/2011 - Present
Valic Financial Advisors, Inc. (MACON GA)
GA
07/16/2008 - 10/26/2010
WELLS FARGO ADVISORS, LLC (SAVANNAH GA)
IA
Issued 03/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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