Unclaimed
Garrett Ringlever is a financial advisor with LPL Financial LLC. Garrett has been in the financial industry since 2024 and holds the Series 63, Series 6TO and SIE licenses. Garrett is registered with the state of California and specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Garrett previously worked for PFS INVESTMENTS INC. in Vista, California.
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.
1
2
CA
06/17/2024 - Present
LPL Financial LLC (CARLSBAD CA)
CA
04/08/2024 - 06/17/2024
PFS INVESTMENTS INC. (VISTA CA)
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Garrett Ringlever is the right advisor for you? Invested Better is here to help.