Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Garcia is a financial advisor with Fidelity Personal and Workplace Advisors. Armando has been in the industry for 15 years, starting his career in 2006 with Edward Jones. Armando holds FINRA Series 7, 63, and 66 licenses and has worked with clients including high-net-worth individuals, corporations, and charitable organizations. Armando's clients have access to a range of financial planning, portfolio management, and educational services offered by Fidelity Personal and Workplace 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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HASLET TX)
TX
01/01/2008 - 02/19/2009
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
02/22/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
TX
09/26/2006 - 01/11/2007
EDWARD JONES (FORT WORTH TX)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Armando Garcia is the right advisor for you? Invested Better is here to help.
