Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Joseph Smoke is a financial advisor with over 24 years of experience in the industry. Garrett is currently registered with B. Riley Wealth Advisors, Inc. and is licensed to provide investment advice in Florida and Texas. Garrett's prior experience includes positions with Capital Securities of America, Inc., Wachovia Securities Financial Network, LLC, JWGenesis Financial Group, Inc, and Chatfield Dean & Co., Inc. Garrett holds a Series 7, Series 63, and Series 65 licenses. Garrett is also a licensed health and supplemental insurance agent.
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.
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.
1
2
FL
08/09/2022 - Present
B. Riley Wealth Advisors, Inc. (Orlando FL)
OH
07/28/2006 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
FL
01/02/2001 - 07/31/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ORLANDO FL)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
01/05/1998 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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