Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raelynn? Claim Your ProfileRaelynn Harlach is an investment advisor representative at Valic Financial Advisors, Inc. Raelynn is registered to provide investment advice in 37 states and the District of Columbia. Raelynn has been in the financial services industry since 2007. In addition to providing investment advice, Raelynn also offers financial planning services to clients. Raelynn has specialized in working with high-net-worth individuals, corporations, and other businesses. Raelynn is a Chartered Financial Consultant and holds the Series 6, 7, 24, 51, 63, and 65 licenses.
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
NY
07/28/2020 - Present
Valic Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
02/09/2016 - 03/27/2017
PRUCO SECURITIES, LLC. (AMHERST NY)
NY
04/01/2009 - 02/01/2016
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
03/25/2009 - 04/06/2009
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
NY
09/13/2007 - 02/12/2009
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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