Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garnet? Claim Your ProfileGarnet Lyndon Wahlund is a financial professional with over 25 years of experience in the financial services industry. Garnet Lyndon Wahlund is registered with Equitable Advisors, LLC, a leading financial services firm, and is currently licensed in multiple states. Garnet Lyndon Wahlund has a wide range of expertise, including investment advisory services, financial planning, and insurance. Garnet Lyndon Wahlund has a proven track record of success in helping individuals and families 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.
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.
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
OH
06/19/2013 - Present
Equitable Advisors, LLC (WORTHINGTON OH)
OH
04/05/2004 - 02/26/2010
PROEQUITIES, INC. (CINCINNATI OH)
AZ
10/01/2002 - 03/29/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/12/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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