Unclaimed
Antonio Avelino Garcia is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Antonio has been a financial advisor since 1995 and holds Series 7, 9, 10, 63, and 65 licenses. Antonio has prior experience with Wells Fargo Advisors, LLC, IFMG Securities, Inc., Essex National Securities, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, American Express Financial Advisors Inc., IDS Life Insurance Company, and Smith Barney Inc. Antonio provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
1
2
FL
01/12/2023 - Present
Cetera Investment Advisers LLC (PINECREST FL)
FL
11/08/2005 - 02/14/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NY
05/03/2004 - 10/24/2005
IFMG SECURITIES, INC. (PURCHASE NY)
CA
02/19/2003 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/19/1998 - 02/18/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/19/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
12/11/1996 - 11/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/1996 - 11/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/13/1995 - 11/22/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 5/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/1/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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