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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 Dunahugh is an investment advisor representative with Fidelity Personal and Workplace Advisors. Garrett has been in the industry for over 4 years and has a strong track record of success in helping clients achieve their financial goals. Garrett is registered in 53 states and the District of Columbia. He is also a registered investment advisor in Kentucky, Ohio, and Texas. Garrett's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars. Garrett holds a Series 63 and Series 65 license.
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
KY
06/23/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
02/08/2021 - 03/14/2022
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 05/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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