Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Maximiliano Garcia is a financial advisor at MWA Financial Services Inc., with over 2 years of experience in the industry. Isaac is registered with the state of Arizona, California, Nevada, Oregon and Washington. Isaac specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Isaac has also obtained the Series 6TO and SIE licenses, along with the Series 63. Isaac has a passion for helping clients achieve 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.
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.
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
06/20/2024 - Present
MWA Financial Services Inc. (Ontario CA)
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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