Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Garza is a financial advisor with over 19 years of experience in the financial services industry. Orlando is currently registered with LPL Financial LLC and is located in San Antonio, Texas. Orlando has held previous positions with Fidelity Brokerage Services LLC, Citigroup Global Markets Inc., USAA Investment Services Company, USAA Financial Advisors, Inc., and CitiCorp Investment Services. Orlando holds Series 7, Series 63, Series 65 and SIE licenses and is registered in Texas. Orlando's areas of specialization include investment advisory services, financial planning, pension consulting, and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/22/2024 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
04/11/2022 - 08/14/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/21/2020 - 02/22/2022
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
04/28/2006 - 06/12/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/07/2007 - 02/14/2008
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
NY
04/13/2005 - 04/19/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 07/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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