Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garett? Claim Your ProfileGarett Davidson is a financial advisor in Des Moines, Iowa. Garett is registered with Principal Securities, Inc. and has been in the industry since 2014. Garett has specialized experience in providing financial advice to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to Garett's experience with Principal Securities, Inc., Garett was also previously registered with The Leaders Group, Inc., Sagepoint Financial, Inc., and Transamerica Financial Advisors, Inc.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/28/2018 - Present
Principal Securities, Inc. (DES MOINES IA)
CO
01/03/2017 - 03/09/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
10/30/2014 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (WEST DES MOINES IA)
IA
07/18/2014 - 10/30/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (W. DES MOINES IA)
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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