Unclaimed
Christopher Garcia is a financial advisor with U.S. Bancorp Investments, Inc. in Boise, ID. Garcia has over 6 years of experience in the financial services industry. Garcia holds Series 6 and 63 licenses, as well as the SIE exam. Garcia specializes in providing investment advice to individuals, businesses, charitable organizations, and pension plans. Garcia is also registered in the state of California and Nevada.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
07/18/2019 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
CA
01/01/2017 - 07/23/2019
J.P. MORGAN SECURITIES LLC (ENCINITAS CA)
BC
Issued 01/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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