Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Joann Garcia is a financial advisor registered with Halbert Hargrove. Samantha holds the Series 65 license and is a Certified Financial Planner. Samantha is licensed to provide investment advice in California and Texas. Samantha has been in the industry since February 2014 and has worked at Halbert Hargrove since October 2018. Samantha's areas of expertise include financial planning, portfolio management for businesses and individuals, selection of other advisors, publication of periodicals, and educational seminars.
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.
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.
Investment consulting
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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CA
05/07/2024 - Present
Halbert Hargrove (LONG BEACH CA)
IA
Issued 07/10/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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