Unclaimed
Don Corbin Garman is an Investment Advisor Representative with Mirador Capital Partners. Don has been in the financial services industry since 1993. Don has experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Don holds the Series 7, 9, 10, 31 and 65 securities licenses and is a Certified Financial Planner. Don has a strong commitment to providing personalized financial advice to help clients achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
01/27/2015 - Present
Mirador Capital Partners (PLEASANTON CA)
CA
02/29/2016 - 04/21/2017
PURSHE KAPLAN STERLING INVESTMENTS (Pleasanton CA)
CA
07/10/2013 - 03/01/2016
SANCTUARY SECURITIES LLC (PLEASANTON CA)
CA
06/01/2009 - 07/24/2013
MORGAN STANLEY (PLEASANTON CA)
CA
12/07/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLEASANTON CA)
CA
06/21/1994 - 12/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLEASANTON CA)
NY
04/20/1993 - 07/12/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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