Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Boice Rustand is a financial advisor with LPL Financial LLC in Tucson, Arizona. Garrett has over 20 years of experience in the financial services industry. Garrett has a Series 7 and Series 66 license. Garrett also holds a SIE license. Garrett's previous experience includes roles at CBIZ FINANCIAL SOLUTIONS, INC. and NATIONAL PLANNING CORPORATION. Garrett specializes in providing financial advice to individuals, corporations, and other businesses. Garrett is committed to providing clients with personalized financial advice that is tailored to their individual needs and 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
AZ
01/03/2011 - Present
LPL Financial LLC (TUCSON AZ)
AZ
07/31/2006 - 11/30/2010
CBIZ FINANCIAL SOLUTIONS, INC. (TUCSON AZ)
MD
02/04/2003 - 07/31/2006
NATIONAL PLANNING CORPORATION (CUMBERLAND MD)
MN
10/17/2001 - 02/12/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 05/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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