Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Michael Waltermire is an investment advisor representative registered with Charles Schwab & Co., Inc. Garrett is based in Lone Tree, CO and has been working in the financial industry since 2017. Garrett is licensed to provide investment advice in a number of states, including Colorado, California, Florida, Illinois, and New York. Garrett has completed the Series 7, Series 66, and SIE exams. Garrett's current firm, Charles Schwab & Co., Inc. is based in San Francisco, CA and provides financial planning and advisory services to 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.
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
1
2
CO
11/20/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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