Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Avila is a financial professional with over 8 years of experience in the financial services industry. Garrett is currently registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Garrett's areas of expertise include providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Garrett holds the Series 6, 7, 63 and 65 licenses, and the SIE exam. Garrett is also a registered Investment Advisor Representative in California and Texas.
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
CA
11/05/2018 - Present
Wells Fargo Clearing Services, LLC (SACRAMENTO CA)
IA
Issued 02/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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