Unclaimed
Spase Dorsuleski is an investment advisor representative with Valic Financial Advisors, Inc. in Crown Point, Indiana. Spase has been working in the financial services industry since 2018 and has been registered with Valic Financial Advisors, Inc. since June 2018. Spase has a Series 63, Series 6, and Series 7TO license, and is also a registered investment advisor in Illinois, Indiana, and Michigan.
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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IN
10/02/2024 - Present
Valic Financial Advisors, Inc. (CROWN POINT IN)
IA
Issued 12/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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