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Sabina Valic

PFG Advisors

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About Sabina Valic

Sabina Valic is a financial advisor with PFG Advisors, a firm located in Phoenix, AZ. Sabina has been in the financial industry since 2001 and holds Series 7, 24, 66, SIE, and 99TO licenses. Sabina previously worked with Scottsdale Capital Advisors Corp and Securities America, Inc.

Firm Information

Sabina Valic is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sabina Valic’s Registration & Firm History

AZ

01/22/2019 - Present

PFG Advisors (PHOENIX AZ)

AZ

01/16/2019 - 06/14/2024

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

07/11/2011 - 01/09/2019

SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ)

AZ

05/05/2009 - 04/11/2011

SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ AZ)

AZ

02/14/2001 - 12/31/2007

WADDELL & REED, INC. (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 03/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sabina Valic.
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