Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly R. Salazar is a financial advisor with Valic Financial Advisors, Inc. in SAN DIEGO, CA. Holly has been in the industry since 2005. Holly is registered to offer investment advice in California, Colorado, and Virginia. Holly also has licenses in California, Colorado, and Virginia. Valic Financial Advisors, Inc. is headquartered in Houston, Texas. The firm has a total of 1289 investment adviser representatives. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. Holly is a registered representative with FINRA and is also registered as an investment adviser representative with the SEC.
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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CA
04/14/2022 - Present
Valic Financial Advisors, Inc. (SAN DIEGO CA)
TX
05/16/2013 - 11/14/2013
BBVA SECURITIES INC. (DALLAS TX)
TX
08/08/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)
TX
12/05/2007 - 06/22/2012
CHASE INVESTMENT SERVICES CORP. (FRISCO TX)
AZ
08/16/2007 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (SCOTTSDALE AZ)
AZ
06/02/2005 - 04/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
06/02/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/09/2004 - 11/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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