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 Schwan is a registered representative of MML Investors Services, LLC. Garrett has been in the securities industry since February 9, 2013 and has been registered with MML Investors Services, LLC since October 21, 2019. Garrett is licensed in Michigan and has a Series 7, Series 6, Series 63 and Series 66 license. Garrett specializes in providing financial planning, asset allocation programs, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
10/21/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
09/29/2016 - 03/19/2019
JOHN HANCOCK FUNDS, LLC (Tempe AZ)
AZ
11/21/2014 - 09/22/2016
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
AZ
12/11/2013 - 09/22/2016
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
11/20/2012 - 11/07/2013
J.P. MORGAN SECURITIES LLC (GILBERT AZ)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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