Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Jose Garcia is a financial advisor who has been in the industry since 2020. Diego is currently registered with LPL Financial LLC in Puerto Rico. Diego has been a registered representative with LPL since 2025. Previously, Diego was a financial advisor with OSAIC FS, INC. in Puerto Rico from 2020 to 2024. Diego holds Series 66, Series 7, and SIE licenses. Diego has worked in various roles in the financial services industry. Diego is a dedicated financial advisor who is committed to providing his clients with personalized financial advice.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PR
02/19/2025 - Present
LPL Financial LLC (GUAYNABO PR)
PR
08/03/2020 - 08/05/2024
OSAIC FS, INC. (SAN JUAN PR)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Diego Garcia is the right advisor for you? Invested Better is here to help.
