Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Alicia Garcia is a financial professional with over 15 years of experience in the financial services industry. Camille has a strong track record of success in providing comprehensive financial planning and investment management services to a diverse clientele, including high-net-worth individuals, families, businesses, and institutions. Camille holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Camille is a Certified Financial Planner™ professional and has previously worked with UBS Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets, Inc.. Camille is currently a registered representative of Morgan Stanley and is licensed to provide financial services in 36 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/10/2020 - Present
Morgan Stanley (New York NY)
NY
09/17/2013 - 07/23/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 09/17/2013
MORGAN STANLEY (NEW YORK NY)
NY
08/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/05/2007 - 09/08/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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