Unclaimed
Michael Schultz is a registered representative with Valic Financial Advisors, Inc. Michael has been in the securities industry since April 3, 1986. Michael is licensed to provide investment advice in 50 states and the District of Columbia. Michael has a strong background in the financial services industry and is dedicated to helping clients achieve their financial goals. Michael has been registered with Valic Financial Advisors, Inc. since April 1986.
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
NC
03/04/2011 - Present
Valic Financial Advisors, Inc. (GREENSBORO NC)
TX
04/04/1986 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/07/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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