Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Garcia is a financial advisor who has been in the industry since 2005. Jose is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jose is registered in all 50 states, the District of Columbia and Puerto Rico. Jose specializes in investment management, financial planning and selection of other advisors. Jose is also qualified to provide advice on investment company products and variable contracts.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
05/26/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
10/01/2012 - 05/19/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
07/25/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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