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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 Joseph Bassett is an investment advisor representative associated with Fidelity Personal and Workplace Advisors, with an active Broker-Dealer and Investment Adviser license. Garrett has been in the financial services industry since August 2012 and holds the Series 7, Series 63, and SIE licenses. Garrett has experience with Ameriprise Financial Services, Inc. and Fidelity Brokerage Services LLC, prior to joining Fidelity Personal and Workplace Advisors. Fidelity Personal and Workplace Advisors is a large firm with offices in Boston, MA. The firm has approximately $1 billion to $10 billion in assets under management and serves a variety of client types, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Garrett specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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2
MA
11/07/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
08/15/2012 - 07/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 06/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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