Unclaimed
Jaime Garcia is a financial advisor with over 16 years of experience in the financial services industry. Jaime is a registered representative of PFS Investments Inc. and has been with the firm since 2002. Jaime holds the Series 6, Series 63, and SIE licenses. Jaime specializes in providing investment advice 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.
1
2
TX
01/09/2017 - Present
PFS Investments Inc. (DALLAS TX)
TX
02/04/2002 - 12/31/2016
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 06/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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