Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Victor Garcia is a financial advisor with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Samuel has been in the industry for over 20 years. Samuel has experience in various financial services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Samuel is also a Certified Financial Planner.
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.
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.
Tax services; bill pay
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.
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NY
05/12/2022 - Present
Cerity Partners LLC (NEW YORK NY)
GA
12/22/2022 - 12/31/2023
ARKADIOS CAPITAL (ATLANTA GA)
CA
03/16/2015 - 05/31/2022
SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)
CA
11/11/2010 - 12/13/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MALIBU CA)
CA
02/29/2008 - 11/12/2010
NRP FINANCIAL, INC. (MALIBU CA)
CA
10/31/2005 - 04/02/2008
AIG FINANCIAL ADVISORS, INC. (MALIBU CA)
AZ
02/10/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IL
01/01/1999 - 02/08/2000
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
AZ
08/23/1996 - 12/16/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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