Unclaimed
Gamaliel Michaud is an investment advisor representative with Valic Financial Advisors, Inc., with over 27 years of experience in the financial services industry. Gamaliel is registered in 16 states and is a principal with Valic Financial Advisors, Inc., offering services such as financial planning, selection of other advisors, and portfolio management for individuals. Gamaliel is also a managing director for the National Association of Minority Financial Advisors/Associates, where they work to support minority financial advisors through networking and conferences.
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
08/10/2020 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
FL
03/10/2009 - 07/12/2010
PETERSEN INVESTMENTS, INC. (MIAMI FL)
NY
04/13/2005 - 01/21/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
10/20/2004 - 04/12/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/25/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
03/10/1999 - 04/26/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
MI
09/08/1998 - 03/24/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
CA
09/05/1997 - 07/31/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
SC
07/11/1997 - 09/08/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
04/21/1997 - 05/29/1997
GKN SECURITIES CORP.
NY
04/01/1996 - 05/29/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
01/01/1996 - 03/07/1996
R.T.G. RICHARDS AND COMPANY, INC. (GARDEN CITY NY)
IA
Issued 06/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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