Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garret? Claim Your ProfileGarret Geist is a financial advisor with over 10 years of experience in the industry. Garret is currently registered with LPL Financial LLC and has been with the firm since October 2020. Prior to that, Garret was a registered representative with Cetera Investment Services LLC and TD Ameritrade, Inc. Garret holds FINRA Series 7, 63, and 65 licenses and has a SIE designation. Garret's specializations include financial planning, portfolio management, and consulting. Garret is dedicated to providing clients with personalized financial advice and strategies to help them 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/21/2020 - Present
LPL Financial LLC (FORT WORTH TX)
TX
10/05/2015 - 10/21/2020
CETERA INVESTMENT SERVICES LLC (FORT WORTH TX)
NE
06/09/2014 - 05/14/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
07/29/2013 - 06/02/2014
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 07/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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