Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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