Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Newman is a financial advisor with LPL Financial LLC in SAN DIEGO, CA. Garrett has been in the industry since 2012 and has been registered with the state of California since 2021. Garrett specializes in providing investment advice, financial planning, and other consulting services. Garrett has worked for a number of firms in the past, including Pruco Securities, LLC, Niagara International Capital Limited, Fidelity Brokerage Services LLC, and National Financial Services LLC. Garrett is also a Certified Financial Planner.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
04/20/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/22/2018 - 06/22/2018
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
NY
09/01/2017 - 10/24/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
CA
02/17/2010 - 06/02/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
NY
04/13/2009 - 11/24/2009
NATIONAL FINANCIAL SERVICES LLC (NEW YORK NY)
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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