Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anca? Claim Your ProfileAnca Garcia is a registered investment advisor with Beacon Pointe Advisors, LLC. Anca has been in the financial services industry for over 15 years and is licensed in New Jersey. Anca has a wide range of experience, having previously worked at Morgan Stanley, TIAA-CREF, Signator Investors, Inc., NYLIFE Distributors LLC, and PRUCO Securities, LLC. Anca is a knowledgeable professional with experience in portfolio management for individuals, businesses, and pooled investment vehicles. Anca also provides financial planning services and educational seminars.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NJ
06/04/2024 - Present
Beacon Pointe Advisors, LLC (Montvale NJ)
NJ
01/20/2022 - 02/18/2022
MORGAN STANLEY (Paramus NJ)
NJ
10/09/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HACKENSACK NJ)
NJ
04/14/2015 - 08/27/2015
SIGNATOR INVESTORS, INC. (PARSIPPANY NJ)
NJ
05/21/2014 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
06/06/2008 - 09/24/2013
PRUCO SECURITIES, LLC. (WARREN NJ)
IA
Issued 03/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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