Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Daniel Garrett is an Investment Advisor Representative at Towneley Capital Management, Inc., located in Laguna Hills, CA. Ernest has over 20 years of experience in the financial services industry. Ernest is registered with the state of California and Texas. Ernest holds the Series 6 and Series 63 licenses. Ernest specializes in financial planning, pension consulting and portfolio management for both businesses and individuals. Ernest also provides business consulting services.
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.
Business consulting
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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CA
12/19/2013 - Present
Towneley Capital Management, Inc. (LAGUNA HILLS CA)
AZ
03/03/1999 - 06/21/1999
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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