Vicente Andres Garcia
Investment adviser representative at Oriental Financial Services LLC
14 yearsExperience
1 stateRegistered in
$419.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
14 years in the industry.
- Oriental Financial Services LLCFeb 2023 to now
- Equitable Advisors, LLCApr 2022 to now
- UBS Financial Services Inc. / UBS Wealth Advice CenterJan 2021 to Apr 2022
- UBS Financial Services Inc. / UBS Wealth Advice CenterJul 2020 to Dec 2020
- United International Business SchoolSep 2019 to Jun 2020
- Kpmg, LLC.Jan 2018 to Sep 2019
- Studying for Cpa ExamJun 2017 to Dec 2017
- The University of TampaAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PR).
Oriental Financial Services LLC
$419.6MAssets managed
468Clients
12Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7285445
- Firm CRD
- 29753