Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Suydam is a financial advisor registered with Wells Fargo Clearing Services, LLC. Garrett has been in the industry since May 2000. Garrett is licensed in many states including Florida and Texas. Garrett is also a registered investment advisor in Florida and Texas. Previously, Garrett was registered with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Garrett has a variety of experience and can assist with a wide array of financial needs.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/23/2022 - Present
Wells Fargo Clearing Services, LLC (OCALA FL)
FL
02/13/2013 - 04/04/2022
RAYMOND JAMES & ASSOCIATES, INC. (OCALA FL)
FL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (OCALA FL)
FL
02/14/2001 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (OCALA FL)
GA
01/24/2001 - 02/14/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
05/16/2000 - 01/23/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 06/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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