Unclaimed
Garret Venetta is an investment advisor representative with Wells Fargo Clearing Services, LLC. Garret has been in the securities industry since September 2, 1997. Garret has been with Wells Fargo Clearing Services, LLC since November 2016 and previously was with Prudential Securities Incorporated from September 1997 to July 2003. Garret is registered to provide investment advice in Ohio, Pennsylvania, Alabama, Florida, Georgia, Kentucky, Michigan, Missouri, Nevada, New York, North Carolina, North Dakota, Oregon, South Carolina, Texas, and Virginia.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
06/07/2022 - Present
Wells Fargo Clearing Services, LLC (COLUMBUS OH)
NY
09/03/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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