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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Conrad-lee Williams is a financial advisor with over 6 years of experience in the industry. Garrett is registered with Cetera Investment Advisers LLC in Washington. Garrett has a Series 6, 7, and 63 license. Garrett has previous experience with U.S. Bancorp Investments, Inc. and J.P. Morgan Securities LLC. Garrett specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Garrett is also a Director on the Board of Directors for Journey Theater Arts Group and is a Relationship Manager for Washington Trust Bank.
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
WA
11/25/2024 - Present
Cetera Investment Advisers LLC (VANCOUVER WA)
WA
06/03/2020 - 08/19/2022
U.S. BANCORP INVESTMENTS, INC. (VANCOUVER WA)
WA
08/29/2017 - 04/08/2020
J.P. MORGAN SECURITIES LLC (BATTLE GROUND WA)
BC
Issued 10/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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