Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Davis is a financial advisor with Valic Financial Advisors, Inc. She has been in the industry for over 16 years, specializing in investment advisory services. Her expertise includes financial planning, portfolio management for individuals, and selection of other advisers. She is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7TO, 63, and 65 licenses, reflecting her commitment to providing comprehensive and knowledgeable financial advice. She offers a range of compensation arrangements including fixed fees, hourly charges, subscription fees, and percentage of assets. Regina is committed to serving the needs of her clients and helping them 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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2
FL
06/27/2023 - Present
Valic Financial Advisors, Inc. (JACKSONVILLE FL)
BC
Issued 01/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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