Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Collier is an Investment Advisor Representative at Chevy Chase Trust Co. in Bethesda, Maryland. Garrett has been in the industry for 10 years and has a Series 65 license. Garrett specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Garrett's professional experience includes positions at Chevy Chase Trust, United Bank, and Denison University.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
11/20/2020 - Present
Chevy Chase Trust Co. (BETHESDA MD)
IA
Issued 11/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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