Unclaimed
Javier Alexander Garcia siry is a financial advisor with UMB Financial Services, Inc. located in Dallas, Texas. Javier is a Series 7, Series 63, and SIE licensed professional and holds registrations in Missouri and Texas. He is experienced in providing financial planning, portfolio management for individuals and businesses, and investment advice to clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/04/2023 - Present
UMB Financial Services, Inc. (Dallas TX)
BC
Issued 03/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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