Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Zabak is a financial advisor registered with Valic Financial Advisors, Inc. Donald has been in the securities industry for over 25 years. Donald is licensed to provide securities advice and investment advisory services in Alabama, Arizona, California, Colorado, Louisiana, Maryland, Ohio, Texas, Utah, Virginia, and Washington. Donald is a Registered Representative with FINRA and a Registered Investment Advisor with the SEC. Donald has several professional designations and offers financial planning services, portfolio management services for individuals and businesses, and selection of other advisers. Donald also provides other advisory 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.
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2
TX
06/24/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
01/04/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
09/11/1997 - 06/22/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 03/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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