Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Anibal Garcia ortiz is a financial advisor with Carson Advisory Group, registered with the state of Georgia. Cesar has been in the financial services industry since 2012 and holds the Series 66, Series 7TO, and SIE licenses. Cesar is also a Chartered Financial Analyst (CFA) and provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals. Cesar 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.
Helps you choose top advisors aligned with your 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.
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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GA
03/27/2024 - Present
Carson Advisory Group (ATHENS GA)
BOTH
Issued 03/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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