Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Marie Garcia is a financial advisor with Fidelity Personal and Workplace Advisors, where she has been employed since July 2018. Jeanine holds the Series 6, 7, 24, 63, and 66 licenses as well as the SIE exam and is a CERTIFIED FINANCIAL PLANNER™. Prior to Fidelity, Jeanine worked at Charles Schwab & Co., Inc. from 2008 to 2015. Jeanine is registered to provide financial advice in 52 states.
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.
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.
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.
1
2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
09/03/2008 - 01/26/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
06/06/2007 - 06/23/2008
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
CO
12/01/2006 - 05/15/2007
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
CO
08/15/2005 - 12/01/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MO
05/03/2000 - 11/01/2001
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
10/01/1996 - 10/25/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NA
05/25/1994 - 10/01/1996
THE BENHAM GROUP
BOTH
Issued 07/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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