Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Valentin Garcia is a financial advisor who has been in the industry since 2014. Ricardo is currently registered with PFS Investments Inc. in Miami, FL. Ricardo holds the Series 6, 63, and 26 securities licenses. Ricardo also holds the SIE exam credential. Ricardo is registered in Florida, Georgia, Illinois, and Louisiana. Ricardo has worked with clients in the following areas: charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Ricardo provides portfolio management services for individuals.
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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FL
01/20/2017 - Present
PFS Investments Inc. (MIAMI FL)
FL
04/28/2014 - 12/31/2016
PFS INVESTMENTS INC. (MIAMI FL)
BC
Issued 07/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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