Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary G Garcia is a financial advisor with over 15 years of experience in the financial services industry. Gary is a Certified Financial Planner™ professional. Gary currently works with Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, Gary worked with Calamar Financial Group, LLC, Morgan Stanley, Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. Gary focuses on helping individuals, families, and businesses reach their financial goals.
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.
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.
Hourly consulting
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.
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CA
01/01/2025 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
NY
02/12/2019 - 01/17/2020
CALAMAR FINANCIAL GROUP, LLC (WHEATFIELD NY)
FL
08/20/2012 - 08/14/2017
MORGAN STANLEY (TAMPA FL)
FL
10/07/2009 - 08/21/2012
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
FL
05/19/2008 - 10/14/2009
UBS FINANCIAL SERVICES INC. (TAMPA FL)
NY
01/01/2007 - 05/20/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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