Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Garcia is a financial advisor with Snowden Capital Advisors LLC, based in New York, NY. Alfredo has been in the industry since 2006 and has experience with both individual and institutional clients. Alfredo holds Series 6, 7, 63, and 65 licenses, as well as the SIE.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
NY
04/05/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
04/27/2016 - 04/08/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
03/24/2008 - 04/20/2016
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (NEW YORK NY)
PA
03/21/2006 - 02/09/2007
METLIFE SECURITIES INC. (MOOSIC PA)
PA
03/21/2006 - 02/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOOSIC PA)
IA
Issued 09/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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