Unclaimed
Arthur Garcia is a Registered Representative for Atlas Financial Advisors, Inc., based in Oroville, California. Arthur has been with the firm since March 2012. Prior to joining Atlas Financial Advisors, Inc., Arthur was a Registered Representative for PROEQUITIES, INC. in Marysville, California, Jefferson Pilot Securities Corporation in Oroville, California, METLIFE SECURITIES INC. in Springfield, Massachusetts, and METROPOLITAN LIFE INSURANCE COMPANY in New York, New York. Arthur has a series 7 license and a series 66 license and is a Certified Financial Planner. Arthur's specializations include Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services and Publication of Periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/15/2013 - Present
Atlas Financial Advisors, Inc. (OROVILLE CA)
CA
03/31/2008 - 02/19/2010
PROEQUITIES, INC. (MARYSVILLE CA)
CA
07/12/2005 - 03/31/2008
JEFFERSON PILOT SECURITIES CORPORATION (OROVILLE CA)
MA
11/19/2004 - 07/15/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/19/2004 - 07/15/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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