Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Garcia is a registered Investment Advisor Representative associated with World Investment Advisors, LLC in Garden Ridge, Texas. Manuel has over 10 years of experience in the financial services industry. He is a licensed life, health, and annuity agent, as well as a mortgage broker. Manuel specializes in providing financial planning services to individuals, businesses, and pension plans. He also provides portfolio management services to individuals and pooled investment vehicles. Manuel holds both Series 6 and Series 63 licenses, as well as the Series 65 license. Manuel has been registered with the Securities and Exchange Commission (SEC) since 2022.
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.
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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TX
09/15/2022 - Present
World Investment Advisors, LLC (Garden Ridge TX)
TX
09/17/2022 - 08/14/2024
PENSIONMARK SECURITIES, LLC (Garden Ridge TX)
TX
02/22/2021 - 12/21/2021
PRUCO SECURITIES, LLC. (AUSTIN TX)
TX
01/04/2018 - 01/13/2021
CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)
TX
06/17/2015 - 12/01/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
CA
08/15/2014 - 01/02/2015
ASSETMARK BROKERAGE, LLC (Encino CA)
VA
04/24/2014 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TX
01/24/2013 - 03/28/2014
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
08/08/2012 - 12/05/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
02/04/2011 - 02/15/2012
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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