Unclaimed
Edgar Garcia is a financial advisor with PFS Investments Inc., a firm that manages over $8.46 billion in assets. Edgar is registered with the state of Illinois. Edgar is a licensed advisor with Series 63, Series 6TO, and SIE licenses. Previously, Edgar worked for PFS Investments Inc. in Des Plaines, Illinois.
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.
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.
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2
IA
06/10/2024 - Present
PFS Investments Inc. (HIAWATHA IA)
IL
05/03/2023 - 07/05/2023
PFS INVESTMENTS INC. (DES PLAINES IL)
IL
03/21/2019 - 10/22/2021
PFS INVESTMENTS INC. (DES PLAINES IL)
BC
Issued 07/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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