Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Malin is a registered Investment Advisor Representative with Credit Union Investment Services. Garrett has been in the financial industry since October 31, 2016. Garrett holds Series 6, 63 and 65 licenses and the SIE. Garrett's experience and expertise provides financial planning and portfolio management for individuals, and educational seminars. Garrett is registered to provide investment advice in North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
06/23/2017 - Present
Credit Union Investment Services (Greensboro NC)
WI
01/13/2016 - 05/31/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (APPLETON WI)
IA
Issued 06/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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