Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-05
NJ RA APPROVED 2019-01-15
  • NY RA
    APPROVED
    Since 2023-09-05
  • NJ RA
    APPROVED
    Since 2019-01-15

Branch Locations

Berkeley Heights, NJ • United States

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oneamerica Securities Bridgewater NJ 03/2017 01/2019
American United Life Bridgewater NJ 01/2017 01/2019
Stay At Home Mom Berkeley Heights NJ 02/2016 01/2017
Valic Financial Advisors, Inc. Berkeley Heights NJ 01/2019 Present
  • 03/2017 → 01/2019
    Oneamerica Securities
    Bridgewater, NJ
  • 01/2017 → 01/2019
    American United Life
    Bridgewater, NJ
  • 02/2016 → 01/2017
    Stay At Home Mom
    Berkeley Heights, NJ
  • 01/2019 → Present
    Berkeley Heights, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-18
S63 Uniform Securities Agent State Law Examination 2000-11-17
  • S66 Uniform Combined State Law Examination
    2014-10-18
  • S63 Uniform Securities Agent State Law Examination
    2000-11-17
Other Names
  • Michelle Montalto

View on SEC IAPD

More in Berkeley Heights, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor