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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 Merrill is a financial advisor with Cetera Investment Advisers LLC, a firm that provides a variety of financial services to individual and institutional clients. Garrett has been in the financial services industry since 2003. He has a broad range of experience and expertise, including financial planning, portfolio management, and investment advisory services. Garrett is committed to providing his clients with the highest level of personalized service.
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.
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CA
11/03/2022 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
07/09/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IL
12/02/2003 - 10/16/2006
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 04/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/05/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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