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Bari Michelle Garcia

Pershing LLC

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About Bari Michelle Garcia

Bari Garcia is a financial advisor who has been working in the industry since March 16, 2001. Bari is currently registered with Pershing LLC and Pershing Advisor Solutions LLC. Bari holds Series 7, Series 63, and Series 52TO securities licenses, as well as the SIE. Bari is licensed to provide financial advice in New Jersey and New York. Prior to her current role, Bari was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Bari Garcia is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bari Garcia’s Registration & Firm History

NJ

11/01/2021 - Present

Pershing LLC (JERSEY CITY NJ)

NY

03/16/2001 - 09/25/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bari Michelle Garcia.
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