Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Garza is a financial advisor with over 10 years of experience in the industry. Victor holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. Victor currently works at Ernst & Young Investment Advisers LLP in Richardson, TX. He has also worked at Garza Financial Planning in Dallas, TX and Amicus Financial Advisors, LLC in Dallas, TX. Victor is a registered investment advisor in Texas and specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Victor's expertise covers a wide range of financial topics, including retirement planning, college savings, and estate planning.
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.
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.
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2
TX
02/16/2021 - Present
Ernst & Young Investment Advisers LLP (Richardson TX)
TX
09/13/2011 - 05/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
BC
Issued 10/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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