Unclaimed
Daniel Drabkin is a financial advisor with Valic Financial Advisors, Inc., a registered investment advisor. Daniel has been in the financial services industry since 2002 and is registered to provide investment advice in 11 states. Daniel has earned a Series 66, SIE and Series 7 licenses. In addition to Valic Financial Advisors, Inc., Daniel has prior experience with Quick & Reilly, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc..
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
NJ
11/19/2019 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NY
01/22/2004 - 08/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
KY
10/17/2001 - 11/17/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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