Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Bradford Cunningham is a financial professional with over 30 years of experience in the financial industry. Garrett has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Garrett is currently registered with Commonwealth Financial Network, a national financial services firm, and has a long history of working with clients in various states across the country. Prior to joining Commonwealth Financial Network, Garrett worked with Washington Square Securities, Inc. and NYLIFE Securities Inc. Garrett holds numerous professional licenses and designations, including the Series 6, 7, 22, 52, 62, 63, 65 and 72, which reflect Garrett's commitment to staying current with industry regulations and best practices. In addition to investment management, Garrett also provides financial planning services and has expertise in working with clients on a wide range of financial needs, including retirement planning, college savings, estate planning, and insurance.
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.
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
CA
05/06/1999 - Present
Commonwealth Financial Network (UPLAND CA)
CT
02/02/1994 - 11/18/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
12/22/1988 - 01/24/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 42 - Registered Options Representative Examination
BC
Issued 01/30/2002
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/13/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/15/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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