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Angelica Garcia

Fidelity Brokerage Services LLC

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About Angelica Garcia

Angelica Garcia is a financial professional with over 5 years of experience in the industry. Angelica is currently registered with Fidelity Brokerage Services LLC and holds Series 6, 7, 63, and SIE licenses. Previously, Angelica was registered with Equitable Advisors, LLC. Angelica's focus is on providing comprehensive financial planning and investment advice to her clients. Angelica is dedicated to helping her clients achieve their financial goals.

Firm Information

Angelica Garcia is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Angelica Garcia’s Registration & Firm History

UT

08/04/2021 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

UT

03/12/2018 - 05/03/2021

EQUITABLE ADVISORS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 03/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Angelica Garcia.
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