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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 Gillette is a financial advisor with Fidelity Personal AND Workplace Advisors. Garrett has been in the financial services industry since April 15, 2018 and is registered to provide investment advisory services in DC, PA, and TX. Garrett is also a registered representative and has Series 6, 7TO and 63 securities licenses.
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
DC
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (WASHINGTON DC)
PA
08/24/2021 - 08/28/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
04/06/2020 - 06/28/2021
CUNA BROKERAGE SERVICES, INC. (Harrisburg PA)
PA
02/05/2018 - 03/30/2020
CITIZENS SECURITIES, INC. (HARRISBURG PA)
IA
Issued 06/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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