Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Corlito is a financial advisor with Valic Financial Advisors, Inc. in HOUSTON, TX, and has been in the industry since 1995. Robert holds FINRA Series 7 and 66 registrations and has a combined total of 5 licenses. Robert’s clients include individuals and corporations and they have approximately 25,247,497,902 USD in assets under management.
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
TX
12/05/2017 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
MA
02/01/2017 - 11/17/2017
LION STREET FINANCIAL, LLC (NEWTON MA)
MA
03/14/2014 - 02/02/2017
KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)
MA
08/30/2001 - 10/26/2012
CAMMACK LARHETTE BROKERAGE, INC. (WELLESLEY MA)
IN
06/02/1997 - 10/23/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
09/04/1996 - 08/31/2001
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CT
02/12/1998 - 05/11/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NA
10/01/1996 - 05/14/1997
LINCOLN FINANCIAL ADVISORS CORPORATION
ME
09/09/1996 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
MA
06/21/1996 - 08/30/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/21/1996 - 08/30/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/16/1994 - 04/19/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/16/1994 - 04/19/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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