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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Deluren Garcia is a financial advisor with Fidelity Personal And Workplace Advisors. Adrian has been in the financial industry since 2012. Adrian is registered with the Securities and Exchange Commission (SEC) and has passed several industry exams. Adrian is also licensed to sell securities in several states. Adrian has experience working with high-net-worth individuals, corporations, and retirement plans. Adrian specializes in providing financial planning, investment management, and portfolio management services. Adrian has a proven track record of success and is committed to helping their clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/17/2016 - 06/09/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Lewisville TX)
TX
07/23/2015 - 05/24/2016
J.P. MORGAN SECURITIES LLC (ABILENE TX)
CA
10/01/2012 - 09/04/2014
J.P. MORGAN SECURITIES LLC (LODI CA)
CA
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANTECA CA)
BOTH
Issued 02/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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