Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Garcia is a financial professional with over 10 years of experience in the industry. Robert is currently registered with Allstate Financial Services, LLC. Robert previously held positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Robert holds the Series 6, Series 63, Series 6TO and SIE licenses. Robert is registered in Ohio.
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.
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.
1
2
OH
08/29/2022 - Present
Allstate Financial Services, LLC (Avon OH)
OH
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (LORAIN OH)
OH
12/11/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)
BC
Issued 10/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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