Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Siegfried is a financial advisor registered with Valic Financial Advisors, Inc. Thomas has been in the industry since 2017 and has 7 state licenses, including Delaware, Florida, North Carolina, Ohio, Pennsylvania, South Carolina, and West Virginia. Thomas has also passed the Series 63, 65, 7, and SIE exams. Thomas holds active licenses in both the Broker-Dealer and Investment Advisor scopes. Thomas provides portfolio management for individuals, financial planning, and selection of other advisors.
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.
1
2
PA
12/21/2018 - Present
Valic Financial Advisors, Inc. (PITTSBURGH PA)
IA
Issued 01/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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