Unclaimed
William Corelle is a financial advisor with Valic Financial Advisors, Inc. and has been in the industry since 2003. William has a Series 66 license, a Series 63 license, a Series 7 license and a Series SIE license. William has been with Valic Financial Advisors, Inc. since 2011 and previously worked at Country Capital Management Company and National Planning Corporation. William specializes in providing financial advice for individuals and businesses, offering financial planning and other services. William also has a rental property position in Naples FL and is an Agent for AGIA in Houston TX.
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
NV
06/04/2012 - Present
Valic Financial Advisors, Inc. (LAS VEGAS NV)
NV
07/23/2009 - 12/02/2009
COUNTRY CAPITAL MANAGEMENT COMPANY (HENDERSON NV)
NV
07/24/2008 - 07/22/2009
NATIONAL PLANNING CORPORATION (HENDERSON NV)
NV
08/15/2003 - 07/14/2008
AIG RETIREMENT ADVISORS, INC. (LAS VEGAS NV)
MA
07/09/2002 - 08/18/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/09/2002 - 08/18/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
01/07/2002 - 03/22/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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