Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Schwartz is a financial advisor with Valic Financial Advisors, Inc., a firm that has over 1,289 Investment Adviser Representatives. She has been in the industry since July 2, 2012. She is registered with FINRA and is a licensed advisor in Texas. Samantha has passed the Series 7 and Series 66 exams, as well as the Securities Industry Essentials Examination. Samantha specializes in providing financial planning and portfolio management services for individuals and businesses.
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
04/11/2022 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
AZ
07/02/2012 - 04/18/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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