Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Garcia is a financial professional with over 10 years of experience in the financial services industry. Julio is registered with PFS Investments Inc. in Arizona and California. Julio specializes in providing investment advice and portfolio management services for individuals. He has a Series 6, Series 26, and Series 63 license and holds a SIE exam certification.
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.
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.
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AZ
10/03/2012 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 12/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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