Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Mann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Garrett has been in the financial services industry since 2017. Garrett holds the Series 7, Series 66, and SIE licenses. Garrett has experience working with a variety of clients, including individuals, corporations, and institutions. Garrett has a strong track record of success in helping clients achieve their financial goals. Before working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Garrett worked with Signator Investors, Inc. and VantagePointe Financial Group.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
01/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
KS
08/14/2017 - 12/18/2017
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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