Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Garrett is a financial advisor with Advisor Share Wealth Management. David has been in the financial services industry since 1985 and has experience providing investment advice to individuals, businesses, and retirement plans. He is also a licensed insurance agent and holds a tax preparation license. David is committed to helping his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Comprehensive asset management platform provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Investment platform fees
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MI
06/03/2024 - Present
Advisor Share Wealth Management (Hastings MI)
MI
01/11/2016 - 01/31/2017
USA FINANCIAL SECURITIES CORPORATION (Hastings MI)
MI
09/05/2001 - 01/31/2014
USA FINANCIAL SECURITIES CORPORATION (HASTINGS MI)
FL
12/17/1998 - 09/04/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
08/16/1996 - 12/16/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
03/06/1996 - 08/16/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
03/17/1994 - 12/21/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/16/1986 - 03/16/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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