Jeff Garcia, Global Institutional Sales

Jeff Garcia Connect with Jeff
jeff.garcia@currensee.com
+1 617.986.4761
View Jeff's LinkedIn profileView Jeff's LinkedIn profile

Jeff brings over 13 years of financial services experience and has served time at Morgan Stanley, Merrill Lynch and TD Ameritrade. As a Financial Advisor, he’s assisted high net worth families, small business owners and endowments with their investment management, estate, retirement and college planning needs. Prior to coming on board with Currensee, Jeff was given the prestigious President’s Club award at TD Ameritrade in 2010 and managed a book of over $250 million.

Jeff loves to have fun, be innovative and make things happen. Funny, because those are the qualities he likes best about the Trade Leaders™ Investment Program. He works with his clients every day helping them make the most of the program. He spends time with prospective clients consulting with them on the benefits of diversifying with foreign currencies and the opportunities available in the program.

“With Trade Leaders, clients have the power and flexibility to customize their own portfolios based on their individual needs and tolerance for risk.”
In his experience, clients want the ability to control their own portfolios without having to make the actual day to day trading decisions. Jeff says: "With Trade Leaders, clients have the power and flexibility to customize their own portfolios based on their individual needs and tolerance for risk. Then the trades of some of the very best Forex traders in the world get auto-executed in their account. How great is that?"

Jeff holds a bachelors degree from the Whittemore School of Business and Economics at the University of New Hampshire. He has served on numerous boards and is a current member of the Association for Latino Professionals in Finance and Accounting. He is Series 7, 66, 3, 31, 34 and 30 licensed. In his free time, you’ll find Jeff skiing, golfing, mountain biking, traveling and cooking. And, if there’s a great restaurant within 30 feet, you’ll probably find him sampling the menu.

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© 2012 Currensee, Inc. | Currensee Inc. is registered with the Commodity Futures Trading Commission “CFTC” as an Introducing Broker (“IB”) and is a member of the National Futures Association (NFA) Member ID 0403251 | Please note that over the counter retail foreign currency (Forex) trading may involve significant risk of loss. It is not suitable for all investors and you should make sure you understand the risks involved before trading, and seek independent advice if necessary. Any opinions, news, research, analyses, performance strategies, prices, charts or other information are not necessarily predictive of any particular result and do not constitute advice. Past performance is no indication of future results. Trade Leader past performance is not necessarily indicative of future results. Investor returns may vary materially from Trade Leader returns based on slippage, fees, broker spreads, volatility or other market conditions. If you place additional trades in your account or you modify or cancel an order generated by your program you may achieve a materially different result than the Trade Leader(s) that you follow. Your trading program will follow the same leverage of each Trade Leader whose signals you have incorporated into your program; and that leverage can vary by Trade Leader and by trade. By increasing or decreasing the amount of capital you allocate to follow the signals of a particular Trade Leader, you may achieve materially different profits or losses than the Trade Leader and you may be increasing or decreasing the risk of your program.