Jorge GarciaCRD Number: 5626595
Current Firm: Hsbc Securities (usa) Inc.
Jorge Garcia (CRD# 5626595) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 6 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Hsbc Global Asset Management||New York, NY||Jun 2015 - Current||2|
|Hsbc Securities (usa) Inc.||New York, NY||Jun 2015 - Current||2|
|Hsbc Securities (usa) Inc.||Fort Lee, NJ||Apr 2014 - Jun 2015||1|
|Unemployed||Ringwood, NJ||Jun 2013 - Apr 2014||< 1|
|J.p. Morgan Securities LLC||Florham Park, NJ||Oct 2012 - Jun 2013||< 1|
|Chase Investment Services Corp||Florham Park, NJ||Mar 2012 - Oct 2012||< 1|
|Jp Morgan Chase Bank||Florham Park, NJ||Sep 2011 - Oct 2012||1|
|Merrill Lynch||Pennington, NJ||Apr 2011 - Sep 2011||< 1|
|Merrill Lynch||Pennington, NJ||Nov 2010 - Mar 2011||< 1|
|The Fat Shack Late-night Delivery||Ewing, NJ||Jul 2010 - Nov 2010||< 1|
|Unemployed||Ringwood, NJ||May 2010 - Jul 2010||< 1|
|The College Of New Jersey||Ewing, NJ||Jan 2008 - May 2010||2|
|The College Of New Jersey||Ewing, NJ||Aug 2006 - May 2010||3|
|Able Medical Transport||Lawrence Township, NJ||Aug 2007 - Jan 2008||< 1|
|Unemployed||N/a, NJ||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management2,985MILLIONS
Total Number of Accounts12,340ACCOUNTS
Average Account Value$241,893
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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