Unclaimed
Garrett Andrew Ahrens is an investment advisor representative at Newedge Advisors. Garrett has been in the industry since 1989. Garrett has passed the Series 63, Series 65, Series 7, Series 24, and SIE exams. Garrett has been previously registered with LPL Financial LLC, Balentine & Company, and Edward D. Jones & Co., L.P.. Garrett is also the owner of several businesses that are not investment related. Currently, Garrett is registered in both Louisiana and Texas as an investment advisor representative.
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.
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
LA
05/05/2023 - Present
Newedge Advisors (Lafayette LA)
LA
06/09/1998 - 08/25/2015
LPL FINANCIAL LLC (LAFAYETTE LA)
GA
09/23/1996 - 06/06/1998
BALENTINE & COMPANY (ATLANTA GA)
MO
10/25/1989 - 09/24/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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