Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Rene Garcia is a financial advisor with over 20 years of experience in the financial services industry. Rhonda is currently registered with Victory Capital Management Inc. and holds a Series 6, 7, 2, 63, and 65 license. Rhonda has previously worked with USAA Financial Advisors, Inc., USAA Investment Management Company, CITICORP INVESTMENT SERVICES, and MARLEAU LEMIRE (U.S.A.), INC. Rhonda specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/19/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
11/01/2016 - 03/12/2021
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
01/19/2006 - 08/27/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/22/1997 - 01/20/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
04/17/1996 - 06/30/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
07/17/1995 - 02/01/1996
MARLEAU LEMIRE (U.S.A.), INC. (TORONTO ONTARIO M5H 1J9 )
IA
Issued 08/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 11/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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