Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett James Merrill is an investment advisor representative with Cetera Investment Advisers LLC, based in San Diego, CA. Garrett has been in the securities industry since August 2004, and has held a number of licenses and designations. Garrett also has experience with a number of different firms, including First Allied Securities, Inc. and Northern Trust Securities, Inc. Cetera Investment Advisers LLC provides a variety of financial services to individuals, businesses, and institutions.
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.
1
2
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 4/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/2009
Series 4 - Registered Options Principal Examination
BC
Issued 7/5/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Garrett Merrill is the right advisor for you? Invested Better is here to help.
