Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Garcia is a financial advisor registered with PFS Investments Inc. Billy is a Series 6 and Series 63 licensed representative with more than 15 years of experience in the financial services industry. Billy has a proven track record of providing personalized financial advice and investment management solutions to a diverse clientele. Prior to joining PFS Investments Inc. Billy also worked for FARMERS FINANCIAL SOLUTIONS, LLC and NATIONAL PLANNING CORPORATION.
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.
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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2
CA
11/05/2012 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
01/25/2007 - 12/31/2010
FARMERS FINANCIAL SOLUTIONS, LLC (GRAND TERRACE CA)
CA
10/10/2006 - 12/15/2006
NATIONAL PLANNING CORPORATION (CORONA CA)
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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