Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Magnotta is a financial advisor with Valic Financial Advisors, Inc.. Veronica has been working in the financial industry since 2002. Veronica has worked for several firms over the years including Lincoln Financial Advisors Corporation, National Planning Corporation, CUNA Brokerage Services, Inc., LPL Financial Corporation, HSBC Securities (USA) Inc., Citigroup Global Markets Inc., and BNY Investment Center Inc. Veronica is registered with FINRA, and the states of Colorado and New York. Veronica specializes in providing financial planning services, portfolio management for individuals, selection of other advisors, and other advisory services. Veronica offers wrap accounts to clients, and also charges fixed fees, hourly charges, subscription fees, and a percentage of assets. Veronica has a large client base, with over 300,000 clients. Veronica manages over $25 trillion in assets for her 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
CO
02/04/2022 - Present
Valic Financial Advisors, Inc. (LAKEWOOD CO)
CO
04/21/2011 - 08/01/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
CO
05/25/2010 - 08/05/2010
NATIONAL PLANNING CORPORATION (DENVER CO)
NY
01/30/2009 - 09/18/2009
CUNA BROKERAGE SERVICES, INC. (KINGSTON NY)
NY
11/29/2006 - 01/21/2009
LPL FINANCIAL CORPORATION (POUGHKEEPSIE NY)
NY
03/24/2006 - 04/27/2006
HSBC SECURITIES (USA) INC. (POUGHKEEPSIE NY)
NY
09/09/2005 - 02/17/2006
CITIGROUP GLOBAL MARKETS INC. (CARMEL NY)
NY
03/07/2001 - 09/09/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
10/08/1999 - 09/28/2000
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
02/17/1999 - 11/03/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
05/08/1997 - 07/03/1997
LIEBER & COMPANY (WHITE PLAINS NY)
IA
Issued 03/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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