Invested Better
Unclaimed

Unclaimed

Unclaimed

Jorge Garcia-serra

Pacer Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jorge? Claim Your Profile

About Jorge Garcia-serra

Jorge Garcia-serra is a financial advisor with Pacer Financial, Inc. He has been in the financial services industry for over 6 years. Jorge holds the Series 7, Series 63 and SIE licenses and is registered to sell securities in Pennsylvania. Jorge's previous experience includes working as a financial advisor for ROBINHOOD FINANCIAL, LLC and VANGUARD MARKETING CORPORATION.

Firm Information

Jorge Garcia-serra is currently registered with Pacer Financial, Inc.. Pacer Financial, Inc. is a Corporation formed in 2005-03-23. The firm is registered in 51 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jorge Garcia-serra’s Registration & Firm History

PA

05/20/2022 - Present

Pacer Financial, Inc. (Malvern PA)

CO

01/05/2021 - 05/18/2022

ROBINHOOD FINANCIAL, LLC (Denver CO)

PA

08/01/2016 - 11/10/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Jorge Garcia-serra is right for you?

Licenses & Designations

BC

Issued 08/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Garcia-serra.
Not sure if Jorge Garcia-serra is right for you?