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Vicente Andres Garcia

Oriental Financial Services LLC

San Juan, PR

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Current Employers
Oriental Financial Services Llc

254 Munoz Rivera Ave 11Th Floor, San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2023-02-14
  • PR RA
    APPROVED
    Since 2023-02-14

Branch Locations

254 Munoz Rivera Ave, 2Nd Floor Oriental Group Center, San Juan, PR 00919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. / Ubs Wealth Advice Center Weekhawken NJ 07/2020 12/2020
Kpmg, Llc. San Juan PR 01/2018 09/2019
The University Of Tampa Tampa FL 08/2012 05/2017
United International Business School Madrid 09/2019 06/2020
Studying For Cpa Exam San Juan PR 06/2017 12/2017
Ubs Financial Services Inc. / Ubs Wealth Advice Center Weehawken NJ 01/2021 04/2022
Equitable Advisors, Llc New York NY 04/2022 Present
  • 07/2020 → 12/2020
    Ubs Financial Services Inc. / Ubs Wealth Advice Center
    Weekhawken, NJ
  • 01/2018 → 09/2019
    Kpmg, Llc.
    San Juan, PR
  • 08/2012 → 05/2017
    The University Of Tampa
    Tampa, FL
  • 09/2019 → 06/2020
    United International Business School
    Madrid
  • 06/2017 → 12/2017
    Studying For Cpa Exam
    San Juan, PR
  • 01/2021 → 04/2022
    Ubs Financial Services Inc. / Ubs Wealth Advice Center
    Weehawken, NJ
  • 04/2022 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2020-12-17

View on SEC IAPD

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