Joshua Garcia (CRD# 6127310) is an Investment Advisor Representative working at The Northstar Group, Inc. in New York, NY and has over 11 years of experience in the finance industry.
CRD# 718407
Osaic Wealth, Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance | New York, NY | Oct 2013 - Current | 10 |
| The Northstar Group, Inc. | New York, NY | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- NY
-
Total Assets Under Management718MILLIONS
-
Total Number of Accounts602ACCOUNTS
-
Average Account Value$1,193,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, LA, MA, NJ, NY, PA, TX
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