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JG

Jorge L. Garcia

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CRD#: 1335136
JG

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.

Jorge Luis Garcia was a registered financial professional .

Jorge is a previously registered financial professional and started their career in finance in 1992. Jorge had worked at 8 firms and has passed the Series 63, Series 62, Series 57TO, SIE, Series 55 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

March 11, 2011 - April 14, 2025

EULAV SECURITIES LLC

BD
CRD#: 156396
New York, NY
Past

October 4, 2006 - April 28, 2011

EULAV SECURITIES, INC.

BD
CRD#: 848
NEW YORK, NY
Past

June 2, 2004 - September 12, 2005

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

March 10, 2000 - May 6, 2002

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 11, 1999 - March 14, 2000

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

July 1, 1998 - May 11, 1999

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

November 15, 1993 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

February 6, 1992 - November 17, 1993

CIBC WOOD GUNDY SECURITIES CORP.

BD
CRD#: 3801
NEW YORK, NY

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
RR
Series 63
Date: 4/6/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


ES
EULAV SECURITIES LLC
EULAV SECURITIES LLC

CRD#: 156396 / SEC#: , 8-68789

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1605 Main Street Suite 912, Sarasota, FL 34236
Mailing Address
1605 Main Street Suite 912, Sarasota, FL 34236
Phone number
(212) 907-1900
Established
Delaware since 12/23/2010
Firm type
Limited Liability Company
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
EULAV ASSET MANAGEMENT100% OWNER
APPEL, MITCHELL ERICCEO/CFO4878161
SCAGNELLI, ROBERT ANGELOVICE PRESIDENT1565552
SPINDEL, HOWARDCCO708042
STOCK, RAYMOND MARTINVP AND SEC'Y1718102

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


EULAV SECURITIES LLC

CRD#: 156396

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