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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 James Parker is a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Garrett has been working in the financial services industry since 2015 and has experience with a variety of financial products and services. Garrett has a Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Garrett is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Garrett is a dedicated professional with the expertise to guide clients through the financial planning process.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/11/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
OR
01/31/2018 - 03/25/2020
LPL FINANCIAL LLC (BEAVERTON OR)
MO
09/18/2017 - 11/13/2017
EDWARD JONES (ST. LOUIS MO)
UT
03/02/2015 - 07/26/2017
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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