Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileAdvisors 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
11/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/29/2018 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
MO
09/19/2017 - 10/04/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NE
07/03/2008 - 03/30/2016
COR CLEARING LLC (OMAHA NE)
NE
02/04/2008 - 08/16/2008
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
05/24/2007 - 02/13/2008
QA3 FINANCIAL CORP. (OMAHA NE)
NE
03/29/2000 - 04/16/2007
AMERITRADE, INC. (BELLEVUE NE)
NE
08/19/1996 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 4/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 8/11/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/7/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 4/26/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/4/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGX Exchange, Inc.
F
FINRA
M
MEMX LLC
N
Nasdaq Stock Market
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