Unclaimed
Eric Garcia is a financial advisor with PFS Investments Inc. Eric is a registered representative with over 20 years of experience in the financial services industry. Eric has a Series 6, Series 26, and Series 63 license. Eric is registered in California and Florida. Eric's areas of expertise include investment company products and variable contracts. Eric provides financial planning and portfolio management services to individuals.
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
CA
10/19/1999 - Present
PFS Investments Inc. (CERRITOS CA)
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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