Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Chase Ellinger is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with offices in Boston, Massachusetts. Garrett has been in the financial services industry since 2021 and has been registered as a financial advisor in 53 states and the District of Columbia. Garrett also holds licenses to provide investment advice in Texas and North Carolina. In addition to providing financial advice, Garrett also provides educational seminars, helps clients select other advisors, and manages portfolios for both businesses and individuals.
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.
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
NC
04/21/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
07/15/2021 - 02/01/2022
SECURIAN FINANCIAL SERVICES, INC. (Durham NC)
BOTH
Issued 08/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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