Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Garcia is a financial advisor with over 30 years of experience in the financial services industry. Jennifer currently works at Wells Fargo Clearing Services, LLC in Encino, California and holds Series 7, 6, 63, 24 and SIE licenses. Jennifer also holds an active Series 65 license. She has previously worked at Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Jennifer is registered in 23 states and the District of Columbia. Jennifer focuses on providing investment consulting services to institutional clients, financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
11/16/2016 - Present
Wells Fargo Clearing Services, LLC (ENCINO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ENCINO CA)
CA
10/26/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MD
12/11/1992 - 08/23/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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