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Yesenia Garcia

Florida Financial Advisors, LLC

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About Yesenia Garcia

Yesenia Garcia is a financial consultant with Florida Financial Advisors, LLC. Yesenia is registered with the state of Florida. Yesenia Garcia has been a registered investment advisor representative for over one year. Yesenia earned a Uniform Investment Adviser Law Examination certification in 2024. Yesenia has prior experience working as a financial advisor with Suplee, Clooney & Company LLC, and has held previous roles with NJ Department of Community Affairs, Rutgers University, The College of New Jersey, Piscataway Vocational and Technical High School, Middlesex County College, City of New Brunswick, Urgent Care of New Jersey, Revive First, and EXP Realty. Yesenia's specializations include providing financial planning services, portfolio management for individuals and businesses, and offering pension consulting.

Firm Information

Yesenia Garcia is currently registered with Florida Financial Advisors, LLC. Florida Financial Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm provides a range of financial services to individuals, including financial planning, pension consulting, and portfolio management. With over 1,371 accounts and $199,000,000 in regulatory assets under management, Florida Financial Advisors, LLC serves primarily high-net-worth individuals and individuals other than high-net-worth. They are registered with the SEC and offer wrap fee program participation.
Florida Financial Advisors, LLC

401 S 12TH ST.

TAMPA, FL 33602

$199.00M

Assets Under Management

4,539

Total Clients

364

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

2% of net worth or assets for financial planning clients

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Yesenia Garcia’s Registration & Firm History

FL

01/03/2025 - Present

Florida Financial Advisors, LLC (Orlando FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yesenia Garcia.
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