Unclaimed
Garrett Green is a financial advisor at Fisher Investments. Garrett has over 10 years of experience in the financial services industry. Garrett is registered to provide investment advice in Texas and Washington. Garrett is a Series 66 and Series 65 licensed advisor. Garrett also holds a Series 7 license. Garrett is a strong advocate for their clients and is committed to helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/13/2019 - Present
Fisher Investments (PLANO TX)
FL
03/02/2012 - 08/12/2013
THRIVENT INVESTMENT MANAGEMENT INC. (SAINT PETERSBURG FL)
IA
Issued 06/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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