Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Garcia is an investment advisor representative with Apollon Wealth Management, LLC. Anthony is a Series 7, Series 63, and Series 65 licensed investment advisor representative in the state of Florida. Anthony's career in the financial services industry began in 1986 at Thomson McKinnon Securities Inc. Anthony has also held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc, Morgan Stanley Smith Barney, LaSalle St Securities, L.L.C, Mutual Securities, Inc., International Assets Advisory, LLC, Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
SC
03/23/2021 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
FL
06/24/2016 - 12/31/2020
FORTUNE FINANCIAL SERVICES, INC. (Miami Beach FL)
FL
10/16/2015 - 07/07/2016
INTERNATIONAL ASSETS ADVISORY, LLC (MIAMI BEACH FL)
FL
06/07/2013 - 10/16/2015
MUTUAL SECURITIES, INC. (MIAMI FL)
FL
02/14/2012 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (MIAMI FL)
FL
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (MIAMI BEACH FL)
FL
09/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
FL
03/31/1999 - 09/05/2006
MORGAN STANLEY DW INC. (MIAMI FL)
NY
05/28/1987 - 04/06/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/19/1986 - 12/15/1986
LITWIN SECURITIES INC.
NA
03/19/1986 - 04/11/1986
THOMSON MCKINNON SECURITIES INC.
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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