Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas David Haden is an active financial advisor with over 27 years of experience in the financial services industry. Thomas David Haden is a registered representative of Valic Financial Advisors, Inc. and has a Series 6, 7, 24, 63 and 65 license as well as the SIE exam. Thomas David Haden has a Certified Financial Planner designation and is registered in 10 states including Alaska, Florida, Georgia, Illinois, Kentucky, New Mexico, North Carolina, South Carolina, Texas and Virginia. Thomas David Haden specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Thomas David Haden also recommends wrap accounts to clients.
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
NC
06/30/2021 - Present
Valic Financial Advisors, Inc. (DURHAM NC)
TX
08/19/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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