Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Oczachowski is a financial advisor with LPL Financial LLC. Garrett has been in the financial services industry since 1999 and has a wide range of experience. Garrett's previous employers include J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Garrett holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Garrett offers financial planning, investment management, and other advisory services to individuals and businesses.
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
04/29/2024 - Present
LPL Financial LLC (SANTA MONICA CA)
CA
10/01/2012 - 04/27/2024
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
CA
10/15/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (TORRANCE CA)
MN
03/01/2000 - 09/24/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/01/2000 - 09/24/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/24/1998 - 10/11/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/24/1998 - 10/11/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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