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MG

Mario E. Garcia

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CRD#: 1188885
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mario Emiliano Garcia was a registered financial professional .

Mario is a previously registered financial professional and started their career in finance in 1995. Mario had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2007 - August 3, 2011

NI ADVISORS

BD
CRD#: 134502
MILPITAS, CA
Past

March 1, 2006 - November 30, 2006

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

June 2, 2004 - November 23, 2004

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

January 30, 2002 - May 17, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

March 22, 2000 - May 1, 2001

PREFERREDTRADE, INC.

BD
CRD#: 10993
SAN FRANCISCO, CA
Past

December 1, 1999 - January 28, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

February 10, 1999 - December 31, 1999

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

June 5, 1997 - November 9, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

January 18, 1995 - March 13, 1996

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


NA
NI ADVISORS
NI ADVISORS

CRD#: 134502 / SEC#: , 8-66841

California
Registered Investment Advisory firm - SEC (5/23/2012 Approved)
Colorado
Registered Investment Advisory firm - SEC (7/29/2022 Approved)
Florida
Registered Investment Advisory firm - SEC (4/9/2024 Approved)
Massachusetts
Registered Investment Advisory firm - SEC (1/4/2023 Approved)
New Jersey
Registered Investment Advisory firm - SEC (1/11/2023 Approved)
Rhode Island
Registered Investment Advisory firm - SEC (2/11/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (2/25/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1138 Cadillac Court, Milpitas, CA 95035-3058
Mailing Address
1138 Cadillac Court, Milpitas, CA 95035
Phone number
(510) 306-7777
Established
California since 01/01/2005
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
16

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GOY, SUIHOCKPRESIDENT, CFO, DIRECTOR, CHIEF COMPLIANCE OFFICER2821380
POSTREL, HELENE BERSONFINOP2240945

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 3,560,000

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NI ADVISORS

CRD#: 134502

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