Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garek? Claim Your ProfileGarek Edward Parry is a financial advisor who has been in the industry since 2013. Currently, Garek is registered with SVB Wealth. Garek is also registered in 13 states as an investment advisor. Garek has several product and state exam licenses. Garek is currently licensed to offer a wide array of financial services including financial planning, portfolio management, and selection of other advisors. Garek has experience working with individuals, corporations and other institutions. Garek works in the Cottonwood Heights, UT office of SVB Wealth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Planned giving, family office, wealth planning
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
UT
07/30/2022 - Present
SVB Wealth (Cottonwood Heights UT)
UT
01/05/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
11/18/2013 - 01/11/2021
WELLS FARGO CLEARING SERVICES, LLC (BOUNTIFUL UT)
BOTH
Issued 08/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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