Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett C Wozniak is a Registered Investment Advisor at B.o.s.s. Retirement Advisors, LLC. Garrett has been in the industry for several years, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Garrett is Series 63, 66 and Series 7TO and SIE licensed and is registered in Utah. Garrett specializes in providing financial planning services and assisting clients with the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
UT
06/18/2024 - Present
B.o.s.s. Retirement Advisors, LLC (South Jordan UT)
UT
11/11/2022 - 06/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
UT
05/31/2019 - 11/17/2020
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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