Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Max Garcia is a financial professional with over 2 years of experience in the industry. Anthony is currently registered with Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Anthony has specialized in providing financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Anthony holds Series 63, Series 6TO, and SIE licenses. Anthony is registered in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/22/2022 - Present
Wells Fargo Clearing Services, LLC (MANHATTAN BEACH CA)
BC
Issued 08/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Anthony Garcia is the right advisor for you? Invested Better is here to help.
