Invested Better
Unclaimed

Unclaimed

Unclaimed

William Thomas Abramowicz

Valic Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Thomas Abramowicz

William Abramowicz is a financial advisor at Valic Financial Advisors, Inc. based in Naples, Florida. William has been in the financial services industry for over 40 years. William has a wide range of experience, having previously worked with firms such as MML Distributors, LLC, Hartford Securities Distribution Company, Inc., and ING Financial Advisors, LLC. William holds a Series 6, 7, 26, 63, and 65 licenses. William is dedicated to helping clients achieve their financial goals.

Firm Information

William Abramowicz is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Abramowicz’s Registration & Firm History

TX

04/20/2021 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

IL

01/02/2013 - 05/10/2018

MML DISTRIBUTORS, LLC (CHICAGO IL)

IL

01/01/2009 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (CHICAGO IL)

CT

06/03/2003 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

05/01/1998 - 05/13/2003

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

07/19/1999 - 09/22/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

NJ

04/18/1983 - 03/26/1998

COPELAND EQUITIES, INC. (SOMERSET NJ)

NA

03/05/1982 - 05/23/1983

INTANGIBLE MARKETING, INC.

Not sure if William Thomas Abramowicz is right for you?

Licenses & Designations

IA

Issued 12/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/15/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Thomas Abramowicz.
Not sure if William Thomas Abramowicz is right for you?