Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett German is an investment advisor representative for Ameritas Advisory Services, LLC, with over 23 years of experience in the financial services industry. Garrett is licensed to provide investment advice in 22 states and holds several industry licenses and certifications, including Series 6, 7, 63, and 66. Garrett has a diverse background and has worked with a number of different companies including Carillon Investments, Inc., Locust Street Securities, Inc., and Securian Financial Services, Inc. Garrett has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Garrett specializes in financial planning, portfolio management, and pension consulting.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (EXETER CA)
CA
07/03/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (VISALIA CA)
IA
01/15/2002 - 07/10/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
12/07/1999 - 01/14/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Garrett German is the right advisor for you? Invested Better is here to help.
