Unclaimed
Leland Slack is a financial advisor at Valic Financial Advisors, Inc., who is registered with the state of Maryland. Leland has over 2 years of experience in the financial industry. Leland is licensed to sell securities and insurance products and holds the Series 63, Series 7TO, and SIE licenses. Leland focuses on providing financial planning and portfolio management for individuals and helping clients select other advisors. Leland has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals.
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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MD
09/13/2024 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
BC
Issued 07/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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