Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Lancto is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC, located in BOULDER, CO. Garrett has been in the industry for a little over two years. Garrett has passed the Series 7TO, Series 66, and SIE exams. Garrett is registered in 38 states to provide financial advice to clients. The types of clients Garrett services include individuals, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Garrett provides financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
CO
06/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOULDER CO)
BOTH
Issued 06/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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