Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Michal Garcia is a financial advisor at AE Wealth Management, LLC in Topeka, KS. Brooke has been in the industry since 2013 and holds the Series 6 and Series 63 licenses. Brooke is also a Certified Financial Planner and a Chartered Financial Analyst. Brooke has experience working with individuals, families, and businesses. Brooke specializes in providing financial planning, portfolio management, and investment advisory services. Brooke is dedicated to helping clients achieve their financial goals.
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.
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2
KS
12/08/2022 - Present
AE Wealth Management, LLC (Topeka KS)
KS
07/29/2019 - 09/22/2020
SECURITY DISTRIBUTORS (TOPEKA KS)
KS
08/05/2013 - 09/08/2017
SECURITY DISTRIBUTORS (TOPEKA KS)
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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