Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Baumbach is a financial advisor with Raymond James Financial Services Advisors, Inc., where Garrett has been employed since November 2021. Garrett is a licensed Registered Representative in the state of Michigan, and is also registered as an Investment Advisor Representative. Garrett obtained their Series 7, SIE, and Series 66 licenses in 2021. Garrett is available to provide advice and services to a wide range of clients including individuals, businesses, and retirement plans. Garrett has experience providing hourly and fixed-rate consultations, financial planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
11/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Grand Blanc MI)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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