Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Ian Smith is a financial advisor who has been in the industry since 2002. Garrett is currently registered with Fidelity Personal and Workplace Advisors. Garrett has held previous positions with Charles Schwab & Co., Inc., BANC ONE SECURITIES CORPORATION, Howe Barnes Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Garrett has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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
MA
04/08/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
05/24/2005 - 10/26/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
IL
08/09/2002 - 10/16/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/26/2002 - 08/12/2002
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
NY
12/06/2000 - 12/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/26/2000 - 12/15/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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