Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fortey is a financial advisor at Valic Financial Advisors, Inc. with over 25 years of experience in the financial services industry. Michael has held various positions in the industry, including roles at Corebridge Capital Services, Inc., Sagepoint Financial, Inc. and Woodbury Financial Services, Inc. Michael is registered to provide securities advice and investment advisory services in the state of Texas.
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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TX
02/10/2023 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
04/07/2016 - 07/01/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/29/2016 - 01/30/2018
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
AZ
05/29/2015 - 05/02/2016
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
MN
08/13/2014 - 05/28/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/26/2011 - 05/28/2015
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/26/2011 - 05/28/2015
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
10/31/2008 - 05/28/2015
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
11/20/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
GA
12/22/1997 - 12/31/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MA
08/18/1997 - 12/21/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/07/1996 - 12/21/1997
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IN
03/28/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
01/27/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/2000
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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