Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Wagner is a financial advisor with Valic Financial Advisors, Inc. based in Austin, TX. Jayson has been in the industry since August 2010 and is registered with the state of Texas as an Investment Advisor Representative. He is also registered with the states of Louisiana, Oklahoma, and Iowa. Jayson has a Series 66, Series 7, and SIE licenses and is an active member of the industry. Jayson specializes in financial planning, portfolio management, and selection of other advisors. He can recommend wrap accounts to clients and also offers hourly charges and subscription fees.
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
TX
09/22/2010 - Present
Valic Financial Advisors, Inc. (AUSTIN TX)
BOTH
Issued 08/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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