Unclaimed
Juana Garcia is a financial advisor at Fifth Third Securities, Inc. Juana has been working in the financial services industry since November 2014. She is registered with the state of Florida as an Investment Advisor Representative and a Securities Agent. She is also licensed to sell investment company products and variable contracts. Juana is committed to providing her clients with personalized financial advice. Her approach is based on a thorough understanding of her clients' financial goals and risk tolerance. Juana has a strong track record of helping her clients achieve their financial goals. She is a valuable resource for individuals and families seeking financial guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
FL
07/12/2021 - Present
Fifth Third Securities, Inc. (NAPLES FL)
IA
Issued 7/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/6/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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