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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarod? Claim Your ProfileJarod M Garza is an Investment Advisor Representative at Morgan Stanley. Jarod is currently registered with FINRA and the states of California and Texas. Jarod has been in the securities industry since December 2022. Jarod is licensed in 53 states, as well as Puerto Rico and the Virgin Islands, and is an active advisor in both broker-dealer and investment advisor capacities. Jarod holds the Series 66, Series 7TO, and SIE licenses. Jarod has been with Morgan Stanley since May 2022, and previously worked for FedEx, BJ's Restaurants, Inc., Pacifica High School, and Golden West College.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/16/2023 - Present
Morgan Stanley (Long Beach CA)
BOTH
Issued 03/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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