Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rienaldo Garcia is a financial advisor with Pax Financial Group. Charles has been in the industry for over 20 years and has experience working with a wide range of clients, including high-net-worth individuals and families. Charles provides comprehensive financial planning services, including investment management, retirement planning, college savings planning, and estate planning. Charles also offers educational seminars and podcasts to help clients learn more about financial topics. Charles is a Certified Financial Planner™ and holds the Series 6, 7, 24, 31, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Podcasts
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.
A percentage of assets under pontera advisory
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2
TX
02/07/2019 - Present
PAX Financial Group (SAN ANTONIO TX)
TX
05/17/2018 - 01/04/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/09/2016 - 05/21/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/22/2011 - 09/16/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/05/2007 - 12/22/2010
LPL FINANCIAL CORPORATION (CYPRESS TX)
TX
06/17/2002 - 10/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
09/28/1999 - 07/03/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/01/1998 - 07/29/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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