Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Brandon Niles is a financial advisor with Creative Planning and Lido. Garrett has been working in the financial industry since 2014 and has experience with a variety of firms, including Morgan Stanley and E*TRADE Securities LLC. Garrett holds the Series 66, SIE, and Series 7 licenses and is a Certified Financial Planner. Garrett specializes in working with individuals, families, and businesses to develop and implement financial plans that meet their specific needs. Garrett's experience and expertise can help you achieve your financial 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.
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
KS
10/08/2024 - Present
Creative Planning (OVERLAND PARK KS)
UT
11/22/2022 - 08/11/2023
MORGAN STANLEY (Sandy UT)
UT
04/18/2016 - 08/11/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
03/27/2014 - 04/19/2016
MORGAN STANLEY (SOUTH JORDAN UT)
BOTH
Issued 05/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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