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Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value assets. Offering expertise demonstrated by Series 65, 6 and 63 licenses.

  Results-oriented uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
  Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.


Dedicated New Home Sales Consultant with extensive experience in guiding homebuyers through the purchasing process. Strong track record of building lasting client relationships, surpassing sales targets, and delivering personalized service. Skilled in lead generation, prospecting, and hosting engaging marketing events to attract potential buyers. Adept at negotiating and closing sales, ensuring a smooth and satisfying experience for both buyers and sellers. Proficient in managing multiple transactions simultaneously while maintaining a high level of attention to detail and customer satisfaction.

Dynamic Financial Advisor with a proven track record, enhancing retirement plans for educators. Expert in client relationship management and sales strategy, I successfully transformed financial aspirations into actionable plans, driving significant client growth and satisfaction. Adept at networking and market analysis, I deliver tailored solutions that meet diverse financial needs.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in estate planning and life insurance . Highly motivated Financial Advisor educates clients on life insurance strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented and organized Property Manager effective at managing personnel, property and special projects. Dedicated to interacting with property office and maintenance staff to manage on-site activities. Focused on achieving occupancy goals and working closely with property owners and decision-makers for various needs. Property Manager adept at remaining accessible to residents and board members. Offering excellent organizational and time management skills.

Motivated and intelligent young professional pursuing roles that will hopefully provide a more unique, suitable and challenging opportunity within the field of finance, accounting, financial services, and/or marketing.

JASON MARCUS GARCIA

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Financial Advisor

National Guardsman

Financial Advisor

Client Service Specialist / Trader

Account Manager / Loan Specialist / Debt Collector

Education

High School Diploma -

Skills

Certification

Timeline

Financial Advisor

Financial Advisor

Client Service Specialist / Trader

Account Manager / Loan Specialist / Debt Collector

National Guardsman

High School Diploma -

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