Unclaimed
Lilia Pivetta is an investment advisor representative at Valic Financial Advisors, Inc. in Houston, Texas. Lilia is registered with FINRA and has a Series 63, Series 6TO and SIE license. Lilia has been in the industry since 2019. Lilia specializes in working with high-net-worth individuals and corporations. Lilia provides financial planning and portfolio management services.
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
09/14/2019 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
BC
Issued 10/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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