Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Cortez is a registered representative and investment advisor representative with Valic Financial Advisors, Inc., a firm that specializes in providing financial planning and investment advice. Stephanie is also licensed as a registered representative in 51 states, and has been active in the industry since November 2018. Stephanie has extensive experience in providing financial advice to individual clients, including high-net-worth individuals. Stephanie is also licensed to sell insurance products, and can provide guidance on a range of insurance options.
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
12/07/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/05/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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