Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Garcia is a financial advisor at Raymond James Financial Services Advisors, Inc. Julie has been in the financial services industry since 2014 and has held registrations in 29 states. Julie specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and retirement plans. Julie is also a Vice President and Owner of The Renaud Investment Group, an independent financial advisory firm. Prior to joining Raymond James, Julie was a financial advisor at LPL Financial. Julie is a graduate of the University of New Mexico.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NM
11/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (ALBUQUERQUE NM)
NM
10/07/2014 - 05/12/2016
LPL FINANCIAL LLC (ALBUQUERQUE NM)
BOTH
Issued 06/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Garcia is the right advisor for you? Invested Better is here to help.
