Unclaimed
Garrett Haddad is an Investment Banking Registered Representative with over five years of experience in the financial services industry. Garrett is currently employed by Goldman Sachs & Co. LLC and is located in San Francisco, CA. Prior to joining Goldman Sachs & Co. LLC, Garrett worked at LAZARD FRERES & CO. LLC in New York, NY. Garrett is licensed to conduct business in California. Garrett holds Series 79 and SIE securities licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CA
08/27/2021 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
NY
08/12/2016 - 08/19/2021
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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