Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Fish is a financial advisor with LPL Financial LLC and has been in the industry since 2019. Garrett has a Series 63 license and has earned the SIE, Series 3, Series 6, Series 7 and Series 99TO licenses. Garrett is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of South Carolina. Previous employers include J.P. Morgan Institutional Investments Inc., Aetna Life Insurance and Annuity Company and Aetna Capital Management, Inc.. Garrett has a diverse clientele and experience that provides a robust foundation for financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/15/2022 - Present
LPL Financial LLC (FORT MILL SC)
NY
09/09/2019 - 05/04/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NA
06/22/1992 - 02/11/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
08/16/1991 - 02/11/1993
AETNA CAPITAL MANAGEMENT, INC.
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2020
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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