Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew R. Balestrieri is a financial advisor at Valic Financial Advisors, Inc. Drew has been in the financial services industry since June 8, 2021. Drew is registered with the state of Maine, Massachusetts, New Hampshire, and Rhode Island. Drew is also a Series 7, Series 66, and SIE licensed professional. Drew offers financial planning, portfolio management for individuals, and selection of other advisers.
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
NH
08/11/2021 - Present
Valic Financial Advisors, Inc. (NASHUA NH)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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