Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Decastro Garcia is a financial advisor with over 25 years of experience in the industry. Joseph currently works at Mirador Capital Partners, LP, a firm based in Pleasanton, CA. Joseph holds multiple licenses including Series 31, Series 7, Series 9, Series 10, and Series 63. Joseph has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A. Joseph specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
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CA
04/12/2019 - Present
Mirador Capital Partners (Pleasanton CA)
CA
01/05/1994 - 04/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
IA
Issued 02/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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