Abraham SerCRD Number: 7073719
Current Firm: Valic Financial Advisors, Inc.
Abraham Ser (CRD# 7073719) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Boca Raton, FL and has over 3 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Agia||Houston, TX||Dec 2022 - Current||< 1|
|Valic Financial Advisors, Inc.||Boca Raton, FL||Mar 2019 - Current||3|
|Nova Southeastern University||Ft. Lauderdale, FL||Mar 2018 - Mar 2019||1|
|Unemployed||Miami Beach, FL||Aug 2017 - Mar 2018||< 1|
|Mingo Aerospace||Owasso, OK||May 2017 - Aug 2017||< 1|
|Unemployed||N/a, FL||Aug 2012 - May 2017||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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