Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Winston is a financial advisor with Valic Financial Advisors, Inc., a firm with offices in Houston, TX and Snellville, GA. Felicia has been a registered representative and investment advisor for over two decades, serving clients across Georgia and Texas. Her professional background spans various financial firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cape Securities Inc., MetLife Securities Inc., and AXA Advisors, LLC. In addition to providing financial planning and portfolio management, Felicia also offers advisory services to select clients through wrap accounts.
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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TX
09/29/2015 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
GA
08/06/2012 - 06/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
06/21/2011 - 06/29/2012
CAPE SECURITIES INC. (MCDONOUGH GA)
GA
04/01/2011 - 06/21/2011
METLIFE SECURITIES INC. (ATLANTA GA)
GA
07/30/2009 - 03/21/2011
AXA ADVISORS, LLC (ATLANTA GA)
OK
08/20/2007 - 08/03/2009
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
GA
10/02/2006 - 08/02/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
IN
03/01/1999 - 09/26/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/01/1999 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NC
05/11/1998 - 01/19/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
PA
05/22/1997 - 07/22/1998
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
GA
03/24/1997 - 05/28/1997
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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