Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett M. Wells is an Investment Advisor Representative at Simon Quick Advisors, LLC. Garrett holds a Certified Financial Planner designation. Garrett is registered with the state of New Jersey and New York. Garrett has been in the industry since 2017. The advisor has experience working at Simon Quick Advisors, LLC, First Derivatives and also has experience as a Full Time Student.
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.
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.
Third party managed asset program
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NJ
10/01/2021 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
Active
Inactive
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