Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Sears is a financial advisor with Valic Financial Advisors, Inc. Julia is registered with the state of Indiana and has been in the industry since September 2021. Julia has passed the Series 7TO, SIE, and Series 66 exams. Julia specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Julia also offers wrap account recommendations to her clients.
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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2
IN
11/22/2021 - Present
Valic Financial Advisors, Inc. (CARMEL IN)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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