Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Dunlap is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC in Fairfax, VA. Garrett has been in the industry since 2011, and holds a Series 63, 66, and 7 license as well as the SIE. Garrett's previous experience includes working as a financial advisor for firms such as PNC Investments, Morgan Stanley, E*TRADE Securities LLC, CUSO Financial Services, L.P., and Fidelity Brokerage Services LLC. Garrett has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
VA
12/20/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)
VA
04/19/2023 - 11/24/2023
PNC INVESTMENTS (WOODRIDGE VA)
DC
01/09/2023 - 04/21/2023
MORGAN STANLEY (WASHINGTON DC)
DC
05/21/2020 - 04/21/2023
E*TRADE SECURITIES LLC (WASHINGTON DC)
FL
10/18/2017 - 04/17/2020
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
07/14/2011 - 10/13/2017
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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